Quick Reference for Library Products May 2012

Quick Reference for Library Products ■ May 2012 2012-05-24 Copyright © 2012 SAP AG. All rights reserved.SAP, R/3, SAP NetWeaver, Duet, PartnerEdge...
Author: Jonas Bradford
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Quick Reference for Library Products ■ May 2012

2012-05-24

Copyright

© 2012 SAP AG. All rights reserved.SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, SAP HANA and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries.Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company.Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAP company. Crossgate, m@gic EDDY, B2B 360°, B2B 360° Services are registered trademarks of Crossgate AG in Germany and other countries. Crossgate is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. 2012-05-24

Contents

3

Chapter 1

DataRight IQ Library...............................................................................................................5

1.1 1.2 1.2.1 1.2.2 1.2.3 1.2.4 1.2.5 1.2.6 1.2.7 1.2.8 1.2.9 1.2.10 1.2.11 1.2.12

DataRight IQ input fields .........................................................................................................5

Chapter 2

ACE U.S................................................................................................................................17

2.1 2.2 2.2.1 2.2.2 2.2.3 2.2.4 2.2.5 2.2.6 2.2.7 2.2.8 2.2.9 2.2.10 2.2.11 2.2.12 2.2.13

ACE U.S. input fields.............................................................................................................17

DataRight IQ output items........................................................................................................8 Name items.............................................................................................................................8 Dual name items......................................................................................................................9 Firm items..............................................................................................................................10 Address items........................................................................................................................10 Last line items........................................................................................................................11 U.S. Social Security number items.........................................................................................11 Date items.............................................................................................................................11 U.S. phone items...................................................................................................................12 International phone items.......................................................................................................13 E-mail items ...........................................................................................................................14 User-defined pattern items.....................................................................................................16 Extra items.............................................................................................................................16

ACE U.S. output fields...........................................................................................................21 ace_get_component...............................................................................................................22 Alphabetical list of last-line components.................................................................................22 Alphabetical list of assigned address-line components...........................................................24 Alphabetical list of alias address-line components..................................................................27 Alphabetical list of dual address-line components...................................................................29 Alphabetical list of components available for multiline input....................................................31 Alphabetical list of postal codes.............................................................................................33 Alphabetical list of codes that describe address and assignment results................................34 Alphabetical list of other useful codes....................................................................................41 Output components: move data.............................................................................................46 Output components: NCOALink data.....................................................................................50 Output components: LACSLink..............................................................................................52 Output components: ANKLink................................................................................................54

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Contents

4

2.2.14 2.2.15 2.3 2.4 2.5 2.5.1

SuiteLink output fields............................................................................................................55

Chapter 3

Match/Consolidate...............................................................................................................69

3.1 3.1.1 3.1.2 3.1.3 3.1.4 3.2 3.2.1 3.2.2 3.2.3 3.2.4 3.2.5 3.2.6

Match key fields.....................................................................................................................69

Index

95

Alphabetical list of Geocensus codes.....................................................................................56 ACE U.S. address status codes.............................................................................................59 ACE address error codes (U.S. and Canada).........................................................................63 ACE U.S. suggestion list components ...................................................................................65 U.S. suggestion list output components.................................................................................65

Key fields for name and firm data ..........................................................................................69 Key fields for address data.....................................................................................................71 Alphabetical list of key fields for other data............................................................................73 Alphabetical list of key fields for overall scoring......................................................................74 Match configuration file parameters.......................................................................................75 Overall configuration file.........................................................................................................75 Key configuration file..............................................................................................................76 General configuration file........................................................................................................78 Keyfield match options configuration file................................................................................83 Auto options configuration file................................................................................................88 Rule definitions configuration file............................................................................................89

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DataRight IQ Library

DataRight IQ Library

This section contains input fields and output items for use within DataRight IQ. For details about the codes, options, and API calls used in conjunction with these items, see the DataRight IQ User's Guide. The fields and items in this section are current through DataRight IQ 7.90c.

1.1 DataRight IQ input fields

5

Type of data

Field name

Description

Example of data

Discrete Name/Title components

DRL_IPRENAME1-2

Discrete prename, such as "Mr.," "Mrs.," "Dr.," or "Lt. Col."

Mr.

DRL_IFNAME1-2

Discrete first name.

John

DRL_IMNAME1-2

Discrete middle name.

B.

DRL_ILNAME1-2

Discrete last name.

Smith

DRL_IHONPOST1-2

Discrete honorary postname, such as "Ph.D" or "CPA."

Ph.D, CPA

DRL_IMAT_POST1-2

Discrete postname, such as "Jr." or "Sr."

Jr., Sr.

DRL_ITITLE1-2

Discrete job title, such as "Software Engineer."

Manager

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DataRight IQ Library

Type of data

Field name

Description

Example of data

Name line

DRL_INAMELINE1-6

Whole name or names. May include job title, or job title may be presented separately in DRL_ITITLELINEx.

Mr. John B. Smith Jr., CPA, Manager William and Patricia Johnson Jones, Mr. Robert A.

Title line

DRL_ITITLELINE1-6

Job title. Use this field with the DRL_INAMELINEx fields.

Accountant

Note: If you use discrete name components, use the DRL_ITITLEx field instead of this field. Firm

Firm

Firm components

DRL_IFIRMNAME1-2

Name of a company or organization.

Business Objects

DRL_INAME_FIRM16

Name of a person or oganization.

Business Objects

DRL_IFIRMLOC1-2

Location within a company or organization, such as a department, mail stop, room, or building.

Building 2A Dept. of Accounting Mail stop 210

Note: DataRight IQ does not assume or maintain any relationship between the DRL_IFIRMNAMEx and DRL_IFIRMLOCx fields. For example, if you pass in a firm location through DRL_IFIRMLOC2, DataRight IQ does not assume that this is a firm location for the company named in DRL_IFIRMNAME2.

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DataRight IQ Library

Type of data

Field name

Description

Example of data

Multiple firm

DRL_IFIRMLINE1-2

Firm name, firm location, or both.

Business Objects

components

Dept. of Accounting

Phone number

DRL_IPHONE1-6

Phone number.

555-878-8787

E-mail address

DRL_IEMAIL1-6

E-mail address.

[email protected]

Date1-6

DRL_IDATE1-6

Date

08/16/2002

Social Security number

DRL_ISSN1-6

U.S. Social Security number

111-22-3333

User-defined data

DRL_IUDPM1-4

Input of data that you have defined in your pattern file (drludpm.dat).

CN244-56

For information about using user-defined patterns, see the DataRight IQ Modifier's Guide.

7

Address data

DRL_IADDRESS1-2

A line that can contain only an address.

541 N. Grant Ave.

Last-line data

DRL_ILAST_LINE1-2

A line that can contain only last line information.

LaCrosse, WI 54601

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DataRight IQ Library

Type of data

Field name

Description

Example of data

Input line data

DRL_ILINE1-12

DataRight IQ tries to parse all item types from this line in the following order. • Address • Last line • E-mail • SSN • Date • US phone • International phone • UDPM • Name • Firm

Mr. John B. Smith, CPA Manager Business Objects, Acctg. Dept. Mailstop 210

1.2 DataRight IQ output items

1.2.1 Name items Table 1-2: DataRight IQ output items for name

8

Item type

Field name

Description

Example

Parent

DRL_PERSON

All components for one person (except title).

Attn: Mr. John B. Smith, Jr.

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DataRight IQ Library

Item type

Field name

Description

Example

Component

DRL_NAME_DESIG

Name designator such as ATTN: or c/o.

ATTN:

DRL_NAME_SPEC

Special name.

Current Resident or Occupant

DRL_PRENAME

Prename.

Mr.

DRL_FIRST_NAME

First name.

John

DRL_MID_NAME

Middle name.

B.

DRL_LAST_NAME

Surname.

Smith

DRL_PRELAST

A prefix on a last name.

Von

DRL_MAT_POST

Maturity postname indicating heritage, such as Jr., Sr., III.

Jr.

DRL_HON_POST

Honorary postname indicating certification, academic degree, or affiliation.

CPA

DRL_TITLE

Job or occupational title of a person.

Manager

1.2.2 Dual name items

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DataRight IQ Library

Table 1-3: DataRight IQ output items for dual name Item type

Field name

Description

Example

Parent

DRL_NAME_DUAL

Two persons sharing one last name.

Terry and Kris Johnson

Component

DRL_NAME_CONNEC TOR

The connector component of a dual name.

and

1.2.3 Firm items Table 1-4: DataRight IQ output items for firm Item type

Field name

Description

Example

Parent

DRL_FIRM

The name of a company or organization.

Business Objects

Component

DRL_FIRM_LOC

A location within a company or organization, such as a department.

Accounting Dept.

1.2.4 Address items Table 1-5: DataRight IQ output items for address

10

Item type

Field name

Description

Example

Parent

DRL_ADDRESS

The street address.

541 N. Grant Ave.

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DataRight IQ Library

1.2.5 Last line items Table 1-6: DataRight IQ output items for last line Item type

Field name

Description

Parent

DRL_LAST_LINE

The city, state, and ZIP Code.

LaCrosse, WI 54601

1.2.6 U.S. Social Security number items Table 1-7: DataRight IQ output items for U.S. Social Security number Item type

Field name

Description

Example

Parent

DRL_SSN

A social security number.

555-55-5555

Component

DRL_SSN_AREA

The first three numbers of the social security number.

555

DRL_SSN_GROUP

The fourth and fifth numbers within a social security number

55

DRL_SSN_SERI AL

The last four numbers in a social security number.

5555

1.2.7 Date items

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DataRight IQ Library

Table 1-8: DataRight IQ output items for date Item type

Field name

Description

Example

Parent

DRL_DATE

A date that is parsed.

08-16-1977

Component

DRL_DATE_MONTH

The month that is parsed from the date.

Aug

DRL_DATE_DAY

The day that is parsed from the date.

16

DRL_DATE_YEAR

The year that is parsed from the date.

1977

1.2.8 U.S. phone items Table 1-9: DataRight IQ output items for U.S. phone

12

Item type

Field name

Description

Example

Parent

DRL_US_PHONE

An entire U.S. phone number.

(608) 555-5555

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DataRight IQ Library

Item type

Field name

Description

Example

Component

DRL_US_PHONE_AREA_CODE

The area code parsed from the phone number.

608

DRL_US_PHONE_PREFIX

The middle three numbers parsed from a phone number.

In "(608) 555-5555," "555" is returned.

DRL_US_PHONE_LINE

The last four numbers (excluding an extension) parsed from a phone number.

In "(608) 555-5555," "5555" is returned.

DRL_US_PHONE_EXT

An extension parsed from the phone number.

3000

DRL_US_PHONE_TYPE

The type of phone number that was parsed, if it is included with the input.

"Home" or "Work," for example.

1.2.9 International phone items Table 1-10: DataRight IQ output items for international phone

13

Item type

Field name

Description

Parent

DRL_INTERNATIONAL_PHONE

The entire international phone number, including extra items such as the country code.

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DataRight IQ Library

Item type

Field name

Description

Component

DRL_INTERNATION AL_PHONE_COUN_CODE

The country code of an international phone number.

DRL_INTERNATION AL_PHONE_CITY_CODE

The city code of the international phone number.

DRL_INTERNATIONAL_PHONE_LINE

The portion of the international phone number that is not the country code or the city code.

DRL_INTERNATIONAL_PHONE_DESC

The name of the country of origin of an international phone number.

1.2.10 E-mail items Table 1-11: DataRight IQ output items for e-mail

14

Item type

Field name

Description

Example

Parent

DRL_EMAIL

An entire e-mail address.

[email protected]

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DataRight IQ Library

15

Item type

Field name

Description

Example

Compo nents

DRL_EMAIL_USER

The user name of the e-mail address.

In "[email protected]," "expat" is returned.

DRL_EMAIL_DOMAIN_ALL

The domain of the e-mail address.

london.home.of fice.city.co.uk

DRL_EMAIL_DOMAIN_TOP

The last listed domain of the e-mail address.

uk

DRL_EMAIL_DOMAIN_SEC OND

In an e-mail address with more than one domain listed, this field parses the second to last domain.

co

DRL_EMAIL_DO MAIN_THIRD

In an e-mail address with more than one domain listed, this field parses the third to last domain.

city

DRL_EMAIL_DO MAIN_FOURTH

In an e-mail address with more than one domain listed, this field parses the fourth to last domain.

office

DRL_EMAIL_DO MAIN_FIFTH

In an e-mail address with more than one domain listed, this field parses the fifth to last domain.

home

DRL_EMAIL_DO MAIN_HOST

The host of the e-mail address (the first item listed after the @ symbol).

london

DRL_EMAIL_IS_ISP

Whether or not the domain of an e-mail looked up in the ISP file.

T or F

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DataRight IQ Library

1.2.11 User-defined pattern items Table 1-12: DataRight IQ output items for user-defined pattern Item type

Field name

Description

Example

Parent

DRL_UDPM

Field for returning items based on the rules in your pattern file. See the DataRight IQ Modifier's Guide for more information.

PN123-56

Compo nent

DRL_UDPM_SUB15

Field for returning subcomponent items based on the rules in your pattern file. See the DataRight IQ Modifier's Guide for more information.

PN 123-56

1.2.12 Extra items Table 1-13: DataRight IQ output items for extra

16

Item type

Field name

Description

Example

Parent

DRL_EXTRA

Any data that was not recognized as fitting one of the other DataRight IQ output fields.

asdf jklk

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ACE U.S.

ACE U.S.

This section contains input fields, output fields, and codes, within ACE U.S.For details about the API calls used in conjunction with these items, see the ACE Library Reference.

2.1 ACE U.S. input fields

17

Type of data

Field name

Length

Description

Name

ACE_INAME

up to 60

ACE doesn't do anything with Name data except capitalize it.

Firm

ACE_IFIRM

up to 60

Some firms have their own ZIP+4 code. So if you present your company field to ACE, ACE can assign more specifically. Without the Firm field, ACE would have to fall back to assigning a more general ZIP+4 code that covers the whole building or block.

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ACE U.S.

Type of data

Field name

Length

Description

Street address

ACE_IADDRESS

up to 60

ACE_ISUITE

up to 60

If you store both the primary (street) address and the secondary address (apartment or suite) in separate fields, then you should present your data to ACE through the Address and Suite fields. For example: Address = “1000 Main Street”, Suite = “apt. 5”. Present only the Address field if you have one field combining the primary and secondary address (for example, “1000 Main Street apt. 5”). Through the Address field, ACE also can accept dual addresses, where one field contains both a street and PO-box address, or a rural and fire address (for example, “1000 Vine St., PO Box 510” or “RR 1 Box 510, 1000 Cedar Rd”).

ACE_IURB

up to 60

In Puerto Rico only, an Urbanization is a place name that denotes a neighborhood or subdivision (for example, "Urb Los Olmos" or "Urb Paseo Las Vistas"). When matching a Puerto Rican address to the ZIP+4 directory, ACE occasionally needs the urbanization to break a tie. This is because two different urbanizations may contain streets of the same name and house numbers. If your input address does not include an urbanization, ACE may be able to add it.

City

ACE_ICITY

up to 60

State

ACE_ISTATE

2

If you have separate database fields for city and state, present them to ACE through the input fields City and State. ACE uses this information to assign a ZIP Code. You cannot use the discrete fields City and State if: 1) You store city and state together in a combined field, or 2) You use state abbreviations other than those set by the U.S. Postal Service. See the Last Line field.

County

18

ACE_ICOUNTY

3

Although ACE assigns them from a postal database, County numbers are not really “postal” codes used in mail handling (except in Periodicals Class). Numbers start at 001 within each state.

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ACE U.S.

19

Type of data

Field name

Length

Description

ZIP Code

ACE_IZIP

5

If you have a field specifically for the ordinary, 5-digit ZIP Code, then present it to ACE through the ZIP field. ACE uses this information to confirm, or perhaps to complete, the city and state data.

ACE_IZIP4

4

ZIP4 codes are required for Postnet barcoding. They are also important for the GeoCensus Option. Notice that the proper field name does not include the plus sign (+).

ACE_IZIP10

10

If you have a combined field for ZIP and ZIP+4, present it through the ZIP10 field instead. For input, it doesn't matter whether or not you have a hyphen between the codes. If you set up ACE to automatically update this field, it will insert a hyphen intelligently.

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ACE U.S.

Type of data

Field name

Length

Description

Address lines

ACE_ILASTLINE

up to 60

There are some situations in which you should use the ACE field Last Line instead of the separate City, State, and ZIP fields: If you have a combined city-state-ZIP field, well, that's exactly what ACE calls Last Line. For example, your mapping might be: ACE_ILASTLINE = City_ST_ZIP. Perhaps you have a combined city-state field, but a separate field for ZIP. In that situation you have to set up the Last Line field to include (concatenate) both of your fields; for example, ACE_ILASTLINE = City_State & ZIP. You do not have to physically merge your fields. If your State field contains full spellings or abbreviations other than those set by the U.S. Postal Service, do not use the discrete State field. Instead, present your city, state, and ZIP fields together through the Last Line field. For example: ACE_ILASTLINE = City & State & ZIP

Country

20

ACE_ILINE1–12

up to 60

Some companies store name-address data in an open format of four or more lines. We call this type of record format a multiline format. ACE can accept two to twelve lines of multiline input. However many of these fields you need to use, be sure to start with Line1 and use fields consecutively. (ACE would report an error if you try to use lines 2, 3, and 5, for example.) All your multiline fields must be the same length if you want ACE to apply the "Swap Lines" feature.

ACE_ICOUNTRY

up to 60

ACE uses Country data to detect foreign addresses. ACE does not attempt to assign any addresses outside the U.S. and its possessions, territories, and protectorates. For domestic addresses, the Country field may be blank or contain any reasonable spelling such as "USA," "United States," and so on.

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ACE U.S.

Type of data

Field name

Length

Postal codes

Description If you already have postal codes in your input data, you can use the fields below to pass your codes into ACE. ACE will not use your original codes in the assignment process at all. However, these input fields are useful for other reasons; for example: ACE automatically updates these fields. So they can make it easier to update the postal-code fields in your database. ACE Library gives you tools to create your own "before-and-after" statistics.

ACE_IDPBC

2

DPBC means "delivery point bar code." You'll need this for Postnet barcodes on letter mail and for LOT sortation.

ACE_ICHKDGT

1

CHKDGT is short for "check digit." Some labelprinting systems require this digit for Postnet barcoding. If you use Label Studio you don't need it from ACE; Label Studio can generate the check digit for itself.

ACE_ICART

4

CART means "carrier route." You will need CART numbers if you intend to sort mail to carrier routes for a postage discount.

ACE_ILOT

4

ACE_ILOT_ORDER

3

LOT (line of travel) codes enable Presort to sort mail nearly to walk sequence. LOT and LOT_Order codes are required only if you mail Standard Mail (A), Enhanced Carrier-Route Subclass.

2.2 ACE U.S. output fields

21

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ACE U.S.

2.2.1 ace_get_component You can retrieve four types of data with ACE Library's ace_get_component() function: •

View your data, as input, by using the ACE_OLD flag.



View your data, as ACE standardized and assigned it, by using the ACE_NEW flag.



View the move-updated data, which ACE re-standardized, by using the ACE_MVID flag.



View the move-updated data exactly as it appears in the NCOALink database by using the components listed in Output components: NCOALink data. This data is available to you only if you own the Mover ID NCOALink option.



View the pre-LACSLink information by using ACE_PRELACS flag. ACE_APD, ACE_APL, ACE_APA ,ACE_APAL,ACE_APDL, and ACE_APM fields are not applicable for the ACE_PRELACS flag.

2.2.2 Alphabetical list of last-line components

22

Field name

Length

Description

ACE_CITY

13 to 28

Standardized city name. When the input city name is tagged by the USPS as invalid for mailing purposes, this field will always yield a converted city name, no matter how the placename option is set.

ACE_CITY_ABBR

13

The official USPS abbreviation of the city name, if one is available. This field will be blank if the full city name is less than 13 characters, or if the full name is longer, but the USPS has not provided an official abbreviation.

ACE_CITY_LLIDX

13 to 28

ACE_City_LLIDX yields a city name that is more geographically precise than ACE_City. LLIDX (last-line index) is a USPS number that ties a ZIP+4 record to a particular city, state, and ZIP.

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ACE U.S.

Field name

Length

Description

ACE_CITY_PLACE

13 to 28

Standardized city name; city names invalid for mailing are always preserved, never converted, regardless of the values set for the place-name and assign city by input LLIDX options.

ACE_CITY_NPREF

13 to 28

Compare with ACE_CITY_LLIDX . When the input city is not recognized as a valid mailing city for the address line, CASS rules require that the city name be converted based on the last-line index. The input city name—capitalized and with spelling corrected as necessary—will be output through ACE_CITY_NPREF, so you can retain it if you wish. If there is no input city or the input city is not valid in the assigned finance area, then the default city for the assigned finance area will be output through ACE_CITY_NPREF.

ACE_STATE

2

Standard USPS abbreviation for the state (AK, AL, AR, and so on).

ACE_ZIP

5

Either the 5-digit ZIP assigned by ACE or, if ACE could not assign, then the ZIP found in the input record.

ACE_ZIP4

4

ZIP+4 add-on.

ACE_ZIP9

9

ZIP and ZIP+4 add-on without hyphen.

ACE_ZIP10

10

ZIP, hyphen, and ZIP+4. If no ZIP+4 is available, ACE suppresses the hyphen. Note: If ACE cannot assign a ZIP, it will pass along the ZIP from the input data (if there was one). You can decide whether ACE will do the same thing with ZIP+4. Refer to the Unverified Postal Code option—we recommend the Erase setting.

23

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ACE U.S.

Field name

Length

Description

ACE_LAST_LINE

28 to 43

If the address is fully assigned, this component yields a complete, standardized last line, including city, state, ZIP, and (perhaps) ZIP+4. Whether or not city place names are converted depends on how you set the place-name (non-mailing city name) option. Whether the ZIP+4 is included depends on how you set the multiline-assignment option. If the last line cannot be matched, this component yields ACE's best attempt at a standardized last line. Standardization will be very modest. The standardization of the city is also dependent on the ACE_OPT_ASSIGN_CITY_BY_INPUT_LLIDA parameter. If you have chosen to abbreviate the city name, the abbreviated city name appears in this output component. If a 13character city abbreviation does not exist, the full city name is output to the Last_Line component.

2.2.3 Alphabetical list of assigned address-line components

Field name

Length

Description

ACE_ADDRESS

up to 60

Complete, standardized primary and secondary address line. If the address is not assigned, you will get ACE's best attempt to standardize. Standardization is always Strict (vs. Loose), no matter how the Strict/Loose parameter was set. This component will contain the USPS street abbreviation if that option is enabled.

ACE_ALINE

up to 60

Complete address line: Primary, secondary, urbanization, dual address, and remainder. This component will contain the USPS street abbreviation if that option is enabled.

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ACE U.S.

25

Field name

Length

Description

ACE_APL_POSTDIR

9

Postdirectional spelled out (North, Northeast, East, and so on).

ACE_APL_PREDIR

9

Predirectional spelled out (North, Northeast, East, and so on).

ACE_APL_SUFFIX

10

Suffix spelled out (Street, Avenue, Boulevard, and so on).

ACE_DUAL_LINE

20 to 60

Complete, standardized address line, including primary and secondary, if available.

ACE_EXTRAN_PMB

14

Extraneous data retained in this field is our best guess at Private Mail Box data, based on the position in the address line and other information contained in the address.

ACE_EXTRAN_SEC

14

Extraneous data retained in this field is our best guess at secondary range data, based on the position in the address line and other information contained in the address.

ACE_EXTRANEOUS

28

Consists of the data from EXTRAN_SEC and EXTRAN_PMB respectively. Any additional # data is placed in the remainder or extra components.

ACE_NP_SECADDR

20

Complete non-postal secondary address (PMB 10). Nonpostal means that the mail is delivered through a private mailbox company rather than the USPS.

ACE_NP_SRANGE

10

Non-postal secondary range (PMB number only, does not include designator). Non-postal means that the mail is delivered through a private mailbox company rather than the USPS.

ACE_NP_UNIT

up to 10

Non-postal unit designator (PMB). Non-postal means that the mail is delivered through a private mailbox company rather than the USPS.

ACE_POB_NUM

up to 9

Post-office box number.

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ACE U.S.

Field name

Length

Description

ACE_POSTDIR

2

Abbreviated post directional (N, NE, E, SE, S, SW, W, NW).

ACE_PREDIR

2

Abbreviated predirectional (N, NE, E, SE, S, SW, W, NW).

ACE_PRIM_ADDR

up to 60

Complete, standardized, primary address line (for example, 100 Main St). This component will contain the USPS street abbreviation if that option is enabled.

26

ACE_PRIM_NAME

up to 28

Standardized primary name (most often street name). Caution: When the true street name includes a directional word (for example, North Ridge) this field may give you an incomplete street name (Ridge) because of USPS basedata patterns.

ACE_PRIM_RANGE

up to 10

Primary range (house number, such as "1000" in "1000 Vine Street").

ACE_REMAINDER

up to 60

Extraneous data found on the address line, which either can't be identified by the parser or does not belong in a standardized address.

ACE_RR_BOX_NUM

up to 9

Rural-route box number.

ACE_RR_NUM

up to 9

Rural-route number.

ACE_SEC_ADDR

up to 60

Complete secondary address (for example, apt 10, Ste 500, Box 34, Rm 7, 5th Flr).

ACE_SEC_RANGE

up to 8

Secondary range (Apt. or suite number only, does not include designator).

ACE_SUFFIX

4

Abbreviated suffix (St, Ave, Blvd, Rd, and so on).

ACE_UNIT_DESIG

up to 10

Unit designator (Apt, Ste, and so on).

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Field name

Length

Description

ACE_URB

up to 60

Urbanization name; produced only when the address is in Puerto Rico.

ACE_USPS_UNIT

up to 10

Unit designator from ZIP+4 directory, or blank if none was found.

2.2.4 Alphabetical list of alias address-line components

Field name

Length

Description

ACE_APA_ADDRESS

20 to 60

Complete, standardized primary and secondary address line. Style of suffixes, directionals, and unit designators depends on how you set the Style parameters. This component will contain the USPS street abbreviation if that option is enabled.

ACE_APA_POSTDIR

2

Abbreviated postdirectional (N, NE, E, SE, S, SW, W, NW).

ACE_APAL_POSTDIR

9

Postdirectional spelled out (North, Northeast, East, and so on).

ACE_APA_PREDIR

2

Abbreviated predirectional (N, NE, E, SE, S, SW, W, NW).

ACE_APAL_PRDIR

9

Predirectional spelled out (North, Northeast, East, and so on).

ACE_APA_PRIM_ADDR

up to 60

Complete, standardized, primary address line. Short or long style of suffixes and directionals depends on how you set the Style parameters. This component will contain the USPS street abbreviation if that option is enabled.

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Field name

Length

Description

ACE_APA_PRIM_NAME

up to 28

Standardized primary name (most often street name). Caution: When the true street name includes a directional word (for example, North Ridge) this field may give you an incomplete street name (Ridge) because of USPS basedata patterns.

ACE_APA_PRIM_RANGE

up to 10

Primary range (house number, such as "1000" in "1000 Vine Street") for the alternate address.

ACE_APA_SEC_ADDR

up to 60

Complete secondary address (for example, Apt 10, Ste 500, Box 34, Rm 7, 5th Flr) for the alternate address.

ACE_APA_SEC_RANGE

up to 8

Secondary range (Apt. or suite number only, does not include designator).

ACE_APA_SUFFIX

4

Abbreviated suffix (St, ave, Blvd, Rd, and so on).

ACE_APAL_SUFFIX

10

Suffix spelled out (Street, avenue, Boulevard, and so on).

ACE_APA_TYPE

1

Alias type. Describes the input address, not the output address. A Input address matched an abbreviated street name. B The input address matched the high-rise alternate default base record. C Input street name is out of date; to get new street name, convert your record to the preferred alias. H Input address was an undesirable alternate, subject to conversion to a USPS preferred street address (high-rise alternate). O Input address was a street nickname or other alias. P Input address was a preferred alias. blank: Input address was not an alias or was unassigned.

ACE_APA_UNIT_DESIG

28

up to 10

Unit designator (Apt, Ste, and so on) for the alternate address.

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ACE U.S.

2.2.5 Alphabetical list of dual address-line components

Field name

Length

Description

ACE_APD_ADDRESS

20 to 60

Complete, standardized address line, including primary and secondary, if available.

ACE_APD_EXTRAN_PMB

14

Extraneous data retained in this field is our best guess at Private Mail Box data, based on position in the address line and other information contained in the address.

ACE_APD_EXTRAN_SEC

14

Extraneous data here is our best guess at secondary range data, based on position in address line and other information contained in the address

ACE_APD_EXTRANE OUS

28

Consists of the data from EXTRAN_SEC and EXTRAN_PMB respectively. Any additional # data is placed in the remainder or extra components.

ACE_APD_POB_NUM

up to 9

Post-office box number for the dual address.

ACE_APD_POSTDIR

2

ACE_APDL_POSTDIR

9

Abbreviated postdirectional (N, NE, E, SE, S, SW, W, NW) of the dual address. Postdirectional spelled out (North, Northeast, East, and so on) of the dual address.

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Field name

Length

Description

ACE_APD_REC_TYPE

1

When a dual address is identified but not assigned, ACE will provide an address-type indication based on the way that the input data was parsed. This is not guarantee. ACE may indicate that a street, rural route, highway con¯tract, general delivery, or PO box was parsed. F Firm G General Delivery H High-rise apartment or office building P Post Office Box R Rural route or highway contract S Street blank: Unassigned

ACE_APD_PREDIR

2

ACE_APDL_PREDIR

9

Abbreviated predirectional (N, NE, E, SE, S, SW, W, NW) of the dual address. Predirectional spelled out (North, Northeast, East, and so on) of the dual address.

30

ACE_APD_PRIM_ADDR

up to 60

Standardized primary address.

ACE_APD_PRIM_NAME

up to 28

Standardized primary name (most often street name) of the dual address. Caution: When the true street name includes a directional word (for example, North Ridge), this field may give you an incomplete street name (Ridge) because of USPS base-data patterns.

ACE_APD_PRIM_RANGE

up to 10

Primary range (house number, such as "1000" in "1000 Vine Street") of the dual address.

ACE_APD_REMAINDER

up to 60

Extra data found on the address line, which either can't be identified by the parser or does not belong in a standardized address.

ACE_APD_RR_NUM

up to 9

Rural-route number for the dual address.

ACE_APD_RR_BOX_NUM

up to 9

Rural-route box number for the dual address.

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Field name

Length

Description

ACE_APD_SEC_ADDR

up to 60

Standardized secondary address (for example, "apt 210" or "Ste 300").

ACE_APD_SEC_RANGE

up to 8

Secondary range (apartment or suite number only, does not include designator) of the dual address.

ACE_APD_SUFFIX

4

ACE_APDL_SUFFIX

10

Abbreviated suffix (St, ave, Blvd, Rd, and so on) of the dual address. Suffix spelled out (Street, avenue, Boulevard, and so on) of the dual address.

ACE_APD_UNIT_DESIG

up to 10

Unit designator (Apt, Ste, and so on) of the dual address.

ACE_APD_URB

up to 60

Urbanization name; produced only when the address lies in Puerto Rico.

2.2.6 Alphabetical list of components available for multiline input

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Field name

Length

Description

ACE_EXTRA1-10

up to 60

The "Extra" fields contain whatever nonaddress data ACE can find above the address data. Data will be filled into Extra10 first and will fill into the other Extra fields in descending order. For example: Comment: The "Extra" fields were added before DataRight and the TrueName Library became available. If you want to convert multiline address blocks into discrete fields, use DataRight or TrueName. They are much better at name, title, and firm parsing. Input record

Output record

Line1 = John Dough

Extra7 =

Line2 = American Bakery Supply

Extra8 =

Line3 = 308 2nd ave #152 Line4 = Ames IA 50014 Line5 = Line6 =

Extra9 = John Dough Extra10 = American Bakery Supply Address = 308 2nd ave Ste 152 City = Ames State = IA ZIP = 50014

ACE_STD_LINE112

up to 60

The "Std_Line" fields contain your multiline address block, standardized per your style settings. These fields enable you to output a record that contains both the original and standardized address. When planning your field length, please select a length that is less than or equal to the length of the input, multiline fields (Line1–12). If you have chosen to abbreviate the city name, the abbreviated city name appears in this output component. If a 13-character city abbreviation does not exist, the full city name is output to the Last_Line component. This component will contain the USPS street abbreviation if that option is enabled.

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2.2.7 Alphabetical list of postal codes

Field name

Length

Description

ACE_CART

4

Carrier-route number (for example, CØØ1, RØØ1, and so on).

ACE_CHECKDIGIT

1

If ACE can make a full assignment, this component contains the check-digit for 11-digit delivery-point barcode. ACE provides the check digit for a 5-digit barcode when only a 5-digit assignment is possible, or the address is undeliverable. When the address is unassigned, the check digit is based on the unverified input ZIP. This check digit is not valid for printing a 9-digit barcode.

ACE_CR_SORT_ZN

1

Carrier-route sort zone; indicates eligibility for Standard Mail automation Enhanced Carrier Route. Tip: This field is for convenience only. Presort will determine for itself where to apply CART discounts, and does not need this field from ACE. A Carrier route rates are available and merging is allowed. B Carrier route rates are available and merging is not allowed. C Carrier route rates are not available and merging is allowed. D Carrier route rates are not available and merging is not allowed.

33

ACE_DPBC

2

Numeric 2-digit code for delivery-point barcode. also used in LOT sortation (see LOT). Blank when ZIP+4 could not be assigned.

ACE_LOT

4

Line-of-Travel number

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ACE U.S.

Field name

Length

Description

ACE_LOT_ORDER

1

Line-of-Travel sortation: A Ascending D Descending LOT codes are required for nonautomated, CART presorting in Standard Mail, Enhanced Carrier Route Subclass. LOT codes enable Presort to prepare letters in near walk sequence. See the Presort documentation for instructions.

ACE_ZIP

5

Either the 5-digit ZIP assigned by ACE or, if ACE could not assign, then the ZIP found in the input record.

ACE_ZIP10

10

ZIP, hyphen, and ZIP+4. If no ZIP+4 is available, ACE suppresses the hyphen. Note: If ACE cannot assign a ZIP, it will pass along the ZIP from the input data (if there was one). You can decide whether ACE will do the same thing with ZIP+4. Refer to the Unverified Postal Code option—we recommend the Erase setting.

ACE_ZIP4

4

ZIP+4 add-on.

ACE_ZIP9

9

ZIP and ZIP+4 add-on without hyphen.

2.2.8 Alphabetical list of codes that describe address and assignment results

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Field name

Length

Description

ACE_CASSRECTYP

1

This component returns the record type necessary for use when self-CASS certifying. The valid record types are: F Firm G General Delivery H High Rise P PO box R Rural Route or HWY Contract S Street blank Unassigned

ACE_DPV_CMRA

1

Y The address is a valid Commercial Mail Receiving Agency. N The address is not a Commercial Mail Receiving Agency. L The address triggered DPV locking. blank: This component is blank when the DPV Validation option is set to FALSE, DPV processing is currently locked, or ACE cannot assign the input address.

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Field name

Length

Description

ACE_DPV_FTNOTE

12

DPV footers are required for end-user CASS certification. The footers contain the following information: AA Input address matches to the ZIP+4 file (records NOT assigned an error code except E600). A1 Input address does not match to the ZIP+4 file. (all records assigned an error code except E600) BB All input address components match to DPV (DPV_Status = Y). CC Input address primary number matches to DPV but the secondary number does not match (DPV_Status = S: The secondary is present but invalid). F1 Input address matches a military address. G1 Input address matches a general delivery address. M1 Input address primary number is missing (Error codes E420 or E302). M3 Input address primary number is invalid (DPV_Status = N and error code is NOT E600. Or if just the DPV_Status - L). N1 Input address primary number matches DPV, but the address is missing the secondary number. (DPV_Status = D). P1 Input address is missing the RR or HC box number (Rec_Type = P and error code is E420. Or if the Rec_Type = R and RR_Box is empty). P3 Input address has invalid PO, RR, or HC number. RR Input address matches to CMRA (DPV_CMRA = Y). R1 Input address matches to CMRA but the secondary number is not present. U1 Input address matches a unique address. Note: ACE always posts the DPV footers in the same order and this field will not always be 12 characters in length.

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Field name

Length

Description

ACE_DPV_NO_STATS

1

No Stat indicator. No Stat means that the address is a vacant property, it receives mail as a part of a drop, or it does not have an established delivery yet. Y Address is flagged as No Stat in DPV data. N Address is not No Stat. blank: Address was not looked up. To indicate the maximum length of this component, use ACE_DPV_NO_STATS_LEN.

ACE_DPV_STATUS

1

The DPV status is determined during DPV validation. The following values are available for DPV Status. Y The address is a confirmed delivery point. The primary range and secondary range (if present) are valid. N The address is not a valid delivery point. S The primary range is a valid delivery point but, the secondary range is not valid in the DPV directory. D The primary range is a valid delivery point, but the secondary range data is not available on input. L This address triggered DPV Locking. Refer to the Delivery Point Validation Alert section of the Job Summary for details. blank: This component is blank when the DPV Validation option is set to FALSE, DPV processing is currently locked, or ACE cannot assign the input address.

ACE_DPV_VACANT

1

Vacant address indicator. Y Address is vacant. N Address is not vacant. blank: Address was not looked up

ACE_ERR_STAT

6

Error code, if address is unassigned; or status code, if assigned. (Not applicable for ACE_PRELACS flag)

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Field name

Length

Description

ACE_ER ROR_CODE

6

Error code, if address is unassigned; or blank, if assigned.

ACE_STAT_CODE

6

(Not applicable for ACE_PRELACS flag) Status code (whether assigned or not). (Not applicable for ACE_PRELACS flag)

ACE_EWS_MATCH

1

If the address is located in the EWS directory, the address is an EWS match and a T is returned. If the address is not located in the EWS directory, an F is returned. If EWS is not enabled, the record will be blank.

ACE_FOREIGN CODE

1

Foreign address flag: F for foreign addresses, blank for domestic U.S. (Not applicable for ACE_PRELACS flag)

ACE_LACSCODE

1

LACS (Locatable Address Conversion System) indicator: T Address needs 9-1-1 conversion (from box to street address) and should be submitted to a LACS vendor. F Address does not need conversion. blank: Address was not assigned.

ACE_MATCH_5

1

T Last line was matched to a City/ZCF record. F Last line was not matched to a City/ZCF record.

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Field name

Length

Description

ACE_MATCH_9

1

Match level indicator. Note: • •

When an address is fully assigned, it is both a 5- and a 9-digit match. So both Match_9 and Match_5 will be "T". Undeliverable addresses are 9-digit matches and they get a Match_9 value of T. But they have no ZIP+4 code. Therefore if you filter only on Match_9 you may get some blank ZIP+4 fields in your output. To filter out undeliverable addresses, filter on the Match_Un field.

T Address line was matched to a ZIP+4 record. F Address line was not matched to a ZIP+4 record. ACE_MATCH_UN

1

T The address is tagged by the USPS as unsuitable for mail delivery. This includes E600 records (for example, a cemetary or parking lot) as well as E601 records which are deemed undeliverable using DPV processing. F The address either was not matched to a ZIP+4 record, or was matched to a record that indicates the address is suitable for mail delivery.

39

ACE_NC_FIRM

up to 60

The firm match that was made using the input ZIP+4 for missing or invalid firm information.

ACE_NC_SECAD DR

up to 60

The secondary address match that was made using the input ZIP+4 for missing or invalid secondary address information.

ACE_NC_SRANGE

up to 8

The secondary range match that was made using the input ZIP+4 for missing or invalid secondary range information.

ACE_NC_UNIT

up to 10

The unit designator match that was made using the input ZIP+4 for missing or invalid unit designator information.

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Field name

Length

Description

ACE_REC_TYPE

2

Record-type indicator for the assigned address. The first character indicates the type of record in the ZIP+4 directory to which the address was matched: F Firm. G General delivery. H High-rise apartment or office building. M Military. P Post office box. R Rural route or highway contract. S Street (usually, one side of one city block). blank: Unassigned. The second character may be a D or blank. The D stands for default; it means that ACE detected, from the ZIP+4 directory, that a finer level of ZIP+4 assignment would be possible if further input information were available. FD Firm default. ACE did not assign a firm-level ZIP+4, but could do so if given more or better firm information. GD General delivery default. assigned only when General Delivery is the only primary name listed for the ZIP Code. HD High-rise default. ACE assigned the ZIP+4 code for the whole building. assignment at the unit, floor, or wing level is possible. Often caused by a suite or apartment number out of range. RD Rural route or highway contract default. ACE assigned the ZIP+4 for the whole route; could do better with box number. SD Street default. Usually means that there is no ZIP+4 for the building, so ACE had to assign the ZIP+4 for the block. UD Unique default. Either the owner of the unique ZIP has not provided ZIP+4 assignments, or the address could not be matched. When ACE cannot assign an address, it will provide an addresstype indication based on the way that the input data was parsed. This is not foolproof. ACE may indicate that a street, rural route, highway contract, general delivery, or PO Box was parsed.

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ACE U.S.

Field name

Length

Description

ACE_ZIP_MOVE

1

ZIP Move indicator: T The address is affected by a USPS ZIP Code realignment. ACE has assigned the new ZIP Code and, if applicable, the new city name. F The address is not affected by any USPS ZIP Code realignment.

ACE_ZIPTYPE

1

Type of ZIP Code assigned by ACE: M Military. U Unique (specific to a university, large firm, or other institution). blank: Ordinary ZIP, or ZIP was not assigned.

2.2.9 Alphabetical list of other useful codes

Field name

Length

Description

ACE_CASS_MATCH

1

Use this field to indicate the non-CASS option that was used in making the assignment. If the application was run using CASS rules, the field contains a zero (0). 0 The non-CASS option was not chosen or the non-CASS mode was not enabled. 1 Inexact ZIP move assignment. 2 Input ZIP+4 assignment. 3 DPV tie-breaking was used to make this assignment.

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ACE U.S.

Field name

Length

Description

ACE_CONGRESS

3

District number for the U.S. House of Representatives. May be blank for any of four reasons: • District numbers are available only when the address is fully assigned. • District numbers are assigned only in areas that have congressional representation; this excludes Puerto Rico and other territories and possessions. • District numbers are not assigned to offshore military addresses. • USPS data on congressional districts is not complete. You may find some records that ought to be coded but are not, because of gaps in the base data (for example, PO boxes). Note: This district number has nothing to do with state legislative districts, nor with the U.S. Senate. also note, this feature does not include names or addresses of representatives. To obtain such information, contact your local or state government, or the local chapter of the League of Women Voters.

42

ACE_COUNTY

3

ACE_COUNTY NAME

25

FIPS county code. Numbers are unique within states. (FIPS stands for Federal Information Processing Standard.)

Fully spelled county name (for example, "La Crosse" instead of Ø63).

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ACE U.S.

Field name

Length

Description

ACE_FACTYPE

1

Indicates a type of postal facility. For ordinary addresses—except those specifically for a postal facility—you will most often get a P, B, C, or N. This component is blank when the address is unassigned. A Airport Mail Facility (AMF) B Branch Office C Community Post Office (CPO) D Area Distribution Center (ADC) E Sectional Center Facility (SCF) F Delivery Distribution G General Mail Facility (GMF) K Network Distribution Center (NDC) M Money Order Unit N City place name, invalid for mailing P Post Office (main) S Station U Urbanization (Puerto Rico only)

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ACE U.S.

44

Field name

Length

ACE_FIPSCODE

5

Description

2012-05-24

ACE U.S.

Field name

Length

Description Federal code for state and county. Uniquely identifies a county within the nation. Combines a 2-digit state number (table below) with 3-digit county code. 01 Alabama

17 Illinois

30 Montana

44 Rhode Island

02 Alaska

18 Indiana

31 Nebraska

45 South Carolina

04 Arizona

19 Iowa

32 Nevada

46 South Dakota

05 Arkansas

20 Kansas

33 New Hampshire

47 Tennessee

06 California

21 Kentucky

34 New Jersey

48 Texas

08 Colorado

22 Louisiana

35 New Mexico

49 Utah

09 Connecticut

23 Maine

36 New York

50 Vermont

10 Delaware

24 Maryland

37 North Carolina

51 Virginia

11 Dist. Of Columbia

25 Massachusetts

38 North Dakota

53 Washington

12 Florida

26 Michigan

39 Ohio

54 West Virginia

13 Georgia

27 Minnesota

40 Oklahoma

55 Wisconsin

15 Hawaii

28 Mississippi

41 Oregon

56 Wyoming

42 Pennsylvania

blank: territories, possessions, and protectorates

16 Idaho

29 Missouri

Note: When ACE makes a full assignment, the county fields are based on ZIP+4. When only a 5-digit match is possible, county is based on ZIP. Usually it will be right, but may be wrong where county and ZIP boundaries intersect. We do not have FIPS state numbers for territories, possessions, or protectorates such as Puerto Rico, the U.S. Virgin Is-

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ACE U.S.

Field name

Length

Description lands, or the Pacific islands.

ACE_FIRMLINE

20 to 60

Firm name from ZIP+4 directory, if matched; or if not matched, then the Firm data from the input record (if the discrete Firm field was input). Do not use this component if the input is multiline. If you want to extract a discrete firm field from a multiline address block, use DataRight or the TrueName Library.

ACE_RDI

1

The residential delivery indicator (RDI) that tells if the address is residential or non esidential. Y Residential address N Nonresidential address Note: RDI is an add-on feature.

ACE_NEWLINE

1 or 2

CRLF on DOS and Windows, LF on Unix. For posting to ASCII output files as an endof- record mark. (Not applicable for ACE_PRELACS flag)

ACE_QSS_DE FAULT

1

Indicates whether the record qualified as a default match rather than qualifying as a match at higher level of assignment.

2.2.10 Output components: move data These components show information about the move.

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Component

Length

Description

ACE_APM_MOVE_TYPE

1

Type of move record: B Business (matched by company name). F Family (matched by last name). I Individual (matched by first and last name). This field is also populated when an ANKLink match is made.

ACE_APM_EFF_DATE

6

The date indicated on the change of address card sent to the USPS – The date that the move is effective. Date format is:yyyymm. The yyyymm format is returned from the NCOALink directories and required by the USPS for audit purposes. If you want to use it in a function or post it to an output file, you'll probably have to convert the format to mm/dd/yyyy first. Use this expression for that conversion: right(APM.Eff_Date, 2) - "/01/" - left(APM.Eff_Date, 4) (This assumes that an effective date means the first of the month.) This expression turns ACE_APM_EFF_DATE into a string in mm/dd/yyyy format, suitable for posting or for input to date functions, such as ctod(). This field is also populated when an ANKLink match is made.

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Component

Length

Description

ACE_APM_PRE_NAME

6

ACE_APM_FIRST_NAME

15

These fields contain the name data used to make an NCOALink match.

ACE_APM_MID_NAME

15

ACE_APM_LAST_NAME

20

ACE_APM_POST_NAME

6

In some cases, the name in these APM fields is not the same as the input name (for example, if a nickname, alternate spelling, or initial is used instead). In the case of a firm match, these APM name fields will contain a split version of the firm data. These fields are also populated when an ANKLink match is made. (Not applicable for ACE_PRELACS flag)

ACE_APM_FIRM

60

If the change of address was made based on a firm (company) name, that firm name will be posted in this field. This field is also populated when an ANKLink match is made.

ACE_APM_RETCODE

2

This field shows NCOALink return codes. To populate this field, you must set the Mode parameter to Retcode or COA. A brief description of the return codes appears on the Mover ID Summary report. To print more detailed return code descriptions on the report, select the Print Return Code Descriptions option in the Report: Mover ID Summary block or window. This field is also populated when an ANKLink match is made.

48

ACE_APM_INT_CODES

185

"IntCodes" stands for "intermediate codes." These codes provide information that the USPS requires when you're performing NCOALink certification or audit testing. This information goes into the Test Client Output File. See your Mover ID User's Guide for details.

ACE_APM_HINT_BYTE

8

This field is used for audit testing.

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Component

Length

Description

ACE_APM_GENDER

1

This field is used for audit testing. This field is also populated when an ANKLink match is made.

ACE_APM_DROP

1

This field is used for audit testing. This field is also populated when an ANKLink match is made.

ACE_APM_DROP_N

1

This field is used for audit testing. This field is also populated when an ANKLink match is made.

49

ACE_APM_AUD_RANGE

up to 10

This is the range that was sent to NCOALink for matching. This field is required for audits.

ACE_APM_AUD_PNAME

up to 28

This is the primary name that was sent to NCOALink for matching. This field is required for audits.

ACE_APM_AUD_SRANGE

up to 10

This is the secondary range that was sent to NCOALink for matching. This field is required for audits.

ACE_APM_AUD_UNIT

up to 8

This is the unit data that was sent to NCOALink for matching. This field is required for audits.

ACE_APM_AUD_MID_NAME

2

This field contains the truncated middle name, as stored in the NCOALink data. Use this field for audit purposes only. This field is required for audits.

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ACE U.S.

Component

Length

Description

ACE_APM_AUD_FIELDS

700

This field contains information for Stage I and Stage II tests, specifically query data, result data, and hint bytes, as the USPS requires. Use this field for audit purposes only. This field is required for audits. For more information about the content of this field, see the NCOALink User Technical Reference at http://ribbs.usps.gov/. This field can also contain ANKLink return codes.

2.2.11 Output components: NCOALink data These fields show data exactly as it appears in the NCOALink directories. This data is available to you only if you own the Mover ID NCOALink option.

50

Component

Length

Description

ACE_APM_PRIM_RANGE

up to 10

Primary range (house number, such as "1000" for the address "1000 Vine St").

ACE_APM_PREDIR

2

Abbreviated predirectional (N, NE, E, SE, S, SW, W, NW). Long form not available.

ACE_APM_PRIM_NAME

up to 28

Standardized primary name (most often street name). Caution: When the true street name includes a directional word (for example, North Ridge) this field may give you an incomplete street name (Ridge) because of USPS base-data patterns.

ACE_APM_POSTDIR

2

Abbreviated postdirectional (N, NE, E, SE, S, SW, W, NW). Long form not available.

ACE_APM_SUFFIX

4

Abbreviated suffix (St, Ave, Blvd, Rd, and so on). Long form not available.

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ACE U.S.

Component

Length

Description

ACE_APM_UNIT_DESIG

up to 10

Unit designator (#, Apt, Ste, and so on).

ACE_APM_SEC_RANGE

up to 8

Secondary range (apt. or suite number only, does not include designator).

ACE_APM_ADDRESS

up to 60

Complete, standardized primary and secondary address line (for example, 100 Main St Apt 10). This component will contain the USPS street abbreviation if that option is enabled.

ACE_APM_PRIM_ADDR

up to 60

Complete, standardized, primary address line (for example, 100 Main St). This component will contain the USPS street abbreviation if that option is enabled.

51

ACE_APM_SEC_ADDR

up to 60

Complete secondary address (for example, Apt 10, Ste 500, Box 34, Rm 7).

ACE_APM_CITY

13 to 28

Standardized city name for the new (forwarding) address. When the input city name is tagged by the USPS as invalid for mailing purposes, this field always yields a converted city name, no matter how the placename option is set.

ACE_APM_STATE

2

Standard USPS abbreviation for the state (AK, AL, AR, and so on) for the new (forwarding) address.

ACE_APM_DPBC

2

Numeric 2-digit code for delivery-point barcode.

ACE_APM_CART

4

Carrier-route number (for example, C001, R001, and so on).

ACE_APM_URB

up to 60

Urbanization name; produced only when the address is in Puerto Rico.

ACE_APM_CHK_DIGIT

1

Check digit for the Postnet barcode.

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ACE U.S.

Component

Length

Description

ACE_APM_LOT

4

Line-of-Travel number.

ACE_APM_LOT_ORDER

1

Line-of-Travel sortation: A Ascending D Descending LOT codes are required for non automated, CART presorting in Standard Mail, Enhanced Carrier Route Subclass. LOT codes enable Presort to prepare letters in near walk sequence. See the Presort documentation for instructions.

ACE_APM_LASTLINE

28 to 43

Complete, standardized last line, including city, state, ZIP, and ZIP+4. If you have chosen to abbreviate the city name, the abbreviated city name appears in this output component. If a 13-character city abbreviation does not exist, the full city name is output to the Last_Line component.

ACE_APM_ZIP

5

Either the 5-digit ZIP assigned by ACE or, if ACE could not assign, then the ZIP found in the input record.

ACE_APM_ZIP4

4

ZIP+4 add-on.

ACE_APM_ZIP9

9

ZIP and ZIP+4 add-on without hyphen.

ACE_APM_ZIP10

10

ZIP, hyphen, and ZIP+4. If no ZIP+4 is available, ACE suppresses the hyphen.

2.2.12 Output components: LACSLink

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Component

Length

Description

ACE_LACSLINK_IND

1

Returns the conversion status of addresses processed by LACSLink. (Not applicable for ACE_PRELACS flag) Y Address found in LACSLink directories. N Address looked up with LACSLink but not converted. F The address was a false-positive. S A LACSLink conversion was made, but it was necessary to drop the secondary information. blank: No LACSLink lookup attempted.

ACE_LACSLINK_QUERY

50

Returns the pre-conversion address, populated only when LACSLink is turned on and a LACSLink lookup was attempted. This address will be in the standard Pub. 28 format. However, when an address has both a unit designator and secondary unit, the unit designator is replaced by the character "#". blank: No LACSLink lookup attempted. (Not applicable for ACE_PRELACS flag)

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ACE U.S.

Component

Length

Description

ACE_LACSLINK_RET CODE

2

Returns the match status for LACSLink processing: (Not applicable for ACE_PRELACS flag) A LACSLink record match. A converted address is provided in the address data fields. 00 No match and no converted address. 09 LACSLink matched an input address to an old address, which is a 'highrise default' address, no new address is provided. 14 Found LACSLink record, but couldn't convert the data to a deliverable address. 92 LACSLink record matched after dropping the secondary number from input address. A converted address is provided in the address data fields. Note: If you are trying to filter on records that are assigned a new address from LACSLink, you should use the AP.LACSL_Ret codes of A and 92. blank: No LACSLink lookup attempted.

2.2.13 Output components: ANKLink The following table contains output components for ANKLink information.

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2012-05-24

ACE U.S.

Option

Length

Description

ACE_ANKLINK_RETCODE

2

ANKLink return code (Attempted Not Known). Valid values are: (Not applicable for ACE_PRELACS flag) 77 An ANKLink match was found. If ACE_APM_RETCODE contains an A, 91, or 92, you may be able to obtain a new addresss from an NCOALink full service provider. blank: No NCOALink lookup, or no ANKLink match. This will always be blank for full service providers.

2.2.14 SuiteLink output fields The following table contains output components for SuiteLink information. Component

Length

Description

ACE_SUITELINK_RETCODE

2

The result of SuiteLink processing. A SuiteLink match—secondary information exists and was assigned to this record as a result of SuiteLink processing. 00 SuiteLink no match—lookup was attempted but no matching record could be found. blank: A SuiteLink lookup was not attempted because one of the following was true: • The address was not a highrise default according to CASS. • The address did not contain a firm.

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ACE U.S.

Component

Length

Description

ACE_PRESL_ZIP

5

The ZIP Code that was assigned by ACE before SuiteLink processing. 5-digit ZIP Code The AP.SteLink_RC value is A. blank: No ZIP Code assigned.

ACE_PRESL_ZIP4

4

The ZIP+4 that was assigned by ACE before SuiteLink processing. The ZIP+4 is either for a high-rise default or street default record.

ACE_PRESL_DPBC

2

The numeric 2-digit code for the delivery point barcode that was generated before SuiteLink processing.

ACE_PRESL_SEC_RANGE

up to 8

The secondary range information that existed before SuiteLink processing. If this is blank, ACE did not assign any secondary information.

ACE_PRESL_UNIT_DESIG

up to 10

The unit designator that existed before SuiteLink processing. If this is blank, ACE did not assign any secondary information.

ACE_INPUT_FIRM

60

The firm name from your input file that is used only for SuiteLink processing. ACE matches the contents of this field to SuiteLink data. To see what firm name SuiteLink used for processing, look at the contents of this field.

2.2.15 Alphabetical list of Geocensus codes

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ACE U.S.

Option

Field name

Length

Description

Address-Lev el

ACE_AGEO_LAT

10

Latitude (degrees north of the Equator) in the format: +12.123456

ACE_AGEO_LNG

11

Longitude (degrees east of the Greenwich Meridian) in the format: +12.123456 In North America, latitudes are positive and longitudes are negative. For example, the White House is located at Latitude = 38.898556, Longitude = 077.037852 (about 39º north, 77º west).

57

ACE_AGEO_STA

2

FIPS state code.

ACE_AGEO_CTY

3

FIPS county code.

ACE_AGEO_PLA

5

FIPS place code. a number assigned by the U.S. government to each incorporated municipality (city, village, town, etc.)

ACE_AGEO_BLK

11

U.S. Census tract.

ACE_AGEO_MCD

6

U.S. Census Bureau minor civil division (MCD) data or, if MCD data is unavailable, census county division (CCD) data.

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ACE U.S.

Option

Field name

Length

Description

Centroid

ACE_CGEO_CBSA

5

A Core-Based Statistical Area (CBSA) consists of: • A county with an incorporated place or a census-designated place that has a population of at least 10,000. • Adjacent counties with at least 25 percent of employed residents of the county who work in the CBSA's core or central county. CBSAs are either metropolitan (population of at least 50,000) or micropolitan (population between 10,000 and 50,000). With CBSAs, you can collect statistics for less urban areas of the country. CBSAs cover approximately 90 percent of the entire U.S. population.

ACE_CGEO_LAT

10

ACE_CGEO_LNG

11

Latitude (degrees north of the Equator) in the format: +12.123456 Longitude (degrees east of the Greenwich Meridian) in the format: +12.123456 In North America, latitudes are positive and longitudes are negative. For example, the White House is located at Latitude = 38.898556, Longitude = 077.037852 (about 39º north, 77º west).

ACE_CGEO_MSA

4

ACE_CGEO_BLK

11

Metropolitan Statistical area (MSA) number. 0000 indicates the address does not lie in any MSA; usually a rural area. U.S. Census tract and block-group number. The first 6 digits are the tract number, four digits are the block-group numbers within the tract, and one digit is the null terminator. These codes are used for matching to demographic-coding databases. To uniquely specify a census block-group within the whole country, combine the FIPSCODE and GEO_BLK fields. The FIPSCODE field is not part of the GeoCensus option.

ACE_CGEO_MATCH

58

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ACE U.S.

Option

Field name

Length

Description Match code, indicating the precision of the centroid latitude and longitude assignment. The lower the number, the more precise the assignment. 1 9-digit match in Centroid. 4 7-digit match in Centroid. 5 5-digit match in Centroid. 7 No match in Centroid. blank: Not tried.

Both Address Level and Centroid

ACE_GEO_MATCH

1

Match code, indicating the precision of the latitude and longitude assignment. The lower the number, the more precise the assignment. 0 Matched in address level. 1 9-digit match in Centroid. 4 7-digit match in Centroid. 5 5-digit match in Centroid. 7 No match in Centroid. 8 Not matched in Address level. 9 Both options tried, but no match in either. blank: Not tried.

2.3 ACE U.S. address status codes

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ACE U.S.

Digit 1st

2nd

60

Description

Description

A

ACE had to truncate the address line to make it fit into your field.

C

ACE had to truncate the city name to make it fit into your field.

B

ACE truncated both the address line and the city name.

S

ACE didn't truncate anything.

0

Regarding the city, state, ZIP, and ZIP+4, there is no significant difference between the input data and the data that ACE assigned.

8

ACE assigned a different ZIP+4.

1

ACE assigned a different ZIP.

9

ACE assigned a different ZIP and ZIP+4.

2

ACE assigned a different city.

A

ACE assigned a different city and ZIP+4.

3

ACE assigned a different city and ZIP.

B

ACE assigned a different city, ZIP, and ZIP+4.

4

ACE assigned a different state.

C

ACE assigned a different state and ZIP+4.

5

ACE assigned a different state and ZIP.

D

ACE assigned a different state, ZIP, and ZIP+4.

6

ACE assigned a different city and state.

E

ACE assigned a different city, state, and ZIP+4.

7

ACE assigned a different city, state, and ZIP.

F

ACE assigned a different city, state, ZIP and ZIP+4.

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ACE U.S.

Digit 3rd

61

Description

Description

0

Regarding the primary name, directionals, and suffix, there is no significant difference between the input and what ACE assigned.

8

ACE assigned a different primary name.

1

ACE assigned a different suffix.

9

ACE assigned a different primary name and suffix.

2

ACE assigned a different predirectional.

A

ACE assigned a different predirectional and primary name.

3

ACE assigned a different predirectional and suffix.

B

ACE assigned a different predirectional, primary name, and suffix.

4

ACE assigned a different postdirectional.

C

ACE assigned a different primary name and postdirectional.

5

ACE assigned a different suffix and postdirectional.

D

ACE assigned a different primary name, suffix, and postdirectional.

6

ACE assigned a different predirectional and postdirectional.

E

ACE assigned a different predirectional, primary name, and postdirectional.

7

ACE assigned a different predirectional, suffix, and postdirectional.

F

ACE assigned a different predirectional, primary name, postdirectional, and suffix.

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ACE U.S.

Digit 4th

62

Description

Description

0

Regarding the county number, CART (carrier-route number), DPBC, and unit designator, there is no significant difference between the input data and the data that ACE assigned.

8

ACE assigned a different county number.

1

ACE assigned a different unit designator.

9

ACE assigned a different county number and unit designator.

2

ACE assigned a different DPBC.

A

ACE assigned a different county number and DPBC.

3

ACE assigned a different DPBC and unit designator.

B

ACE assigned a different county number, DPBC, and unit designator.

4

ACE assigned a different CART.

C

ACE assigned a different county number and CART.

5

ACE assigned a different CART and unit designator.

D

ACE assigned a different county number, CART, and unit designator.

6

ACE assigned a different CART and DPBC.

E

ACE assigned a different county number, CART, and DPBC.

7

ACE assigned a different CART, DPBC, and unit designator.

F

ACE assigned a different county number, CART, DPBC, and unit designator.

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ACE U.S.

Digit 5th

6th

Description

Description

0

Regarding the LOT, LOT_Order, and Puerto Rican urbanization, there is no significant difference between the input data and the data that ACE assigned.

4

ACE assigned a different urbanization.

1

ACE assigned a different LOT.

5

ACE assigned a different urbanization and LOT.

2

ACE assigned a different LOT_Order.

6

ACE assigned a different urbanization and LOT_Order.

3

ACE assigned a different LOT and LOT_Order.

7

ACE assigned a different urbanization, LOT, and LOT_Order.

Reserved for future use.

2.4 ACE address error codes (U.S. and Canada) Table 2-19: ACE address error codes

63

Code

Description

E101

Last line is bad or missing

E212

No city and bad ZIP/postal code

E213

Bad city, valid state/province, and no ZIP/postal code

E214

Bad city and bad ZIP/postal code

E216

Bad ZIP, can't determine which city match to select

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ACE U.S.

64

Code

Description

E302

No primary address line parsed

E412

Street name not found in directory

E413

Possible street-name matches too close to choose one

E420

Primary range is missing

E421

Primary range is invalid for the street/route/building

E422

Predirectional needed, input is wrong or missing

E423

Suffix needed, input is wrong or missing

E425

Suffix and directional needed, input is wrong or missing

E427

[Post] Directional needed, input is wrong or missing

E428

Bad ZIP, can't select an address match

E429

Bad city, can't select an address match

E430

Possible address-line matches too close to choose one

E431

Urbanization needed, input is wrong or missing

E439

Exact match made in EWS directory

E500

Other error

E501

Foreign address

E502

Input record entirely blank

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ACE U.S.

Code

Description

E503

ZIP not in area covered by partial ZIP+4 directory

E504

Overlapping ranges in ZIP+4 directory

E505

Address does not exist in the USPS directories. Undeliverable address.

E600

Marked by USPS as unsuitable for delivery of mail

E601

The primary address number did not DPV confirm, and the ZIP+4 was removed.

2.5 ACE U.S. suggestion list components

2.5.1 U.S. suggestion list output components

65

Field name

Description

ACEQ_RECTYPE

Record type (10=street, 14=PO box, 18=rural route, 20=high-rise, 21=firm, 26=general delivery).

ACEQ_ODDEVEN

An E to indicate that the record covers the even-numbered side of the street, an O to indicate odd, or B to indicate both.

ACEQ_SODDEVEN

Same indicator for secondary-address records.

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ACE U.S.

Field name

Description

ACEQ_LLINDEX

Last-line index is a 3-digit number that links each ZIP+4 directory record to a particular combination of city, state, and ZIP.

ACEQ_URB_INDEX

Urbanization index is a number that links a record to an urbanization name. (It is not the name itself.) The Urb_Index will be zero for PR records that do not have an urbanization, and for records outside Puerto Rico.

ACEQ_LOWRANGE

Primary range; comparable to ACE_PRIM_RANGE.

ACEQ_HIGHRANGE ACEQ_PREDIR

Predirectional (N, NE, E, SE, S, SW, W, NW); similar to ACE_PREDIR.

ACEQ_PNAME

Primary (street) name; similar to ACE_PRIM_NAME.

ACEQ_POSTDIR

Postdirectional (N, NE, E, SE, S, SW, W, NW); similar to ACE_POSTDIR.

ACEQ_SUFFIX

Street suffix (Ave, Blvd, St, Rd, and so on.); similar to ACE_SUFFIX.

ACEQ_SNAME

Secondary name, usually a firm name.

ACEQ_UNIT

Unit designator; similar to ACE_USPS_UNIT.

ACEQ_LOWSRANGE

Secondary range (apartment or suite number); comparable to ACE_SEC_RANGE.

ACEQ_HIGHSRANGE ACEQ_ZIP

Five-digit ZIP Code; similar to ACE_ZIP.

ACEQ_ZIP4EVEN

ZIP+4 add-on code; comparable to ACE_ZIP4.

ACEQ_ZIP4ODD ACEQ_CARTEVEN

Carrier-route number; comparable to ACE_CART.

ACEQ_CARTODD

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ACE U.S.

Field name

Description

ACEQ_ALSTYP

Alias type; similar to ACE_APA_TYPE.

ACEQ_LACSIND

LACS (9-1-1) indicator. A three-digit number that identifies a particular combination of city, state, and ZIP cope. ACE uses LLI to confirm relationship of address line (ZIP+4 record) to last line. Similar to ACE_LACSCODE.

ACEQ_ZIP_MOVE

ZIP Move indicator. TThe address is affected by a USPS ZIP Code realignment. There may be a change in the city, ZIP, or PO box number. FThe address is not affected by any USPS ZIP Code realignment. Similar to ACE_ZIP_MOVE.

67

ACEQ_CONGRESS

Congressional district; similar to ACE_CONGRESS.

ACEQ_COUNTY

FIPS county number; similar to ACE_COUNTY.

ACEQ_ALTERNATE

ZIP+ 4 directory alternate address indicator. Returns a value of T if the address is an Alternate and a value of F if the Address is not an Alternate.

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Match/Consolidate

Match/Consolidate

This chapter contains key fields, and configuration file options for use within the Match Library. For details about the API calls used in conjunction with these items, see the Match Library Programmer's Reference. The items in this section are current through version 7.60c of Match/Consolidate.

3.1 Match key fields

3.1.1 Key fields for name and firm data This table shows the Match fields related to names, titles, and firms. These fields can be filled automatically, directly from the TrueName session, by calling mtc_key_set_tndata(). This list is in address order.

Table 3-1: Match key fields for name and firm data

69

Field name

Description

Example of data

MTC_KEYFLD_PRE NAME

Discrete prename, such as "Mr.," "Mrs.," "Dr.," or "Sgt."

Mr.

MTC_KEYFLD_FIRST NAME

Discrete first name.

John

MTC_KEYFLD_MID DLENAME

Discrete middle name.

B.

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Match/Consolidate

Field name

Description

Example of data

MTC_KEYFLD_LAST NAME

Discrete last name.

Smith

MTC_KEYFLD_MAT POSTNAME

Discrete postname.

Sr, Jr, III

MTC_KEYFLD_OTHER POSTNAME

Postname indicating certification, academic degree or affiliation.

CPA, PhD, USAF

MTC_KEYFLD_GEN DER

Gender number:

1

1 Strong male (that is, very likely male) 2 Male (that is, likely male) 3 Ambiguous (that is, could be male or female) 4 Female (that is, likely female) 5 Strong female (that is, very likely female)

MTC_KEYFLD_TITLE

70

Discrete job title.

Manager, Software Engineer

2012-05-24

Match/Consolidate

Field name

Description

Example of data

MTC_KEYFLD_FIRM

Name of a company or organization.

SAP

Note: If ACE finds a firm-level match in the national ZIP+4 directory (as indicated by ACE_REC_TYPE), then the firm field will be populated with ACE_FIRMLINE from the call to mtc_key_set_acedata(). Otherwise, it will be filled with Firm data parsed by TrueName.

3.1.2 Key fields for address data This table shows the Match fields related to addresses. Fields in this group can be loaded automatically, directly from the ACE address handle, by calling mtc_key_set_acedata(). This list is in address order.

Table 3-2: Match key fields for address data

71

Field name

Description

Example of data

MTC_KEYFLD_FIRM

Name of a company or organization. Note: If ACE finds a firm-level match in the national ZIP+4 directory (as indicated by ACE_REC_TYPE), then the firm field will be populated with ACE_FIRMLINE from the call to mtc_key_set_acedata(). Otherwise, it will be filled with Firm data parsed by TrueName.

Business Objects

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Match/Consolidate

72

Field name

Description

Example of data

MTC_KEYFLD_STRANGE

Primary range (house number).

100

MTC_KEYFLD_STPREDIR

Predirectional.

N, NE, E, SE, North, Northeast, East

MTC_KEYFLD_STNAME

Primary name (street name).

Harborview

MTC_KEYFLD_STSUFFIX

Suffix.

St, Ave, Blvd, Street, Avenue, Boulevard

MTC_KEYFLD_STPOST DIR

Postdirectional.

N, NE, E, North, Northeast, East

MTC_KEYFLD_STSRANGE

Secondary range (number only, without unit designator such as "Apt" or "Suite" prefix).

100

MTC_KEYFLD_POBOA

Post-office box number (number only, without "PO Box" prefix).

1103

MTC_KEYFLD_RRNUM

Rural-route number (number only, without "RR" or "Route" prefix).

1

MTC_KEYFLD_RRBOA

Rural-route box number (number only, without "Box" prefix).

14

MTC_KEYFLD_UNPADDR LINE

Unparsed address line.

5th and View

2012-05-24

Match/Consolidate

Field name

Description

Example of data

MTC_KEYFLD_ACEREC TYPE

Record-type indicator for the assigned address. The first character indicates the type of record in the ZIP+4 directory to which the address was matched. The second character may be a D or blank. The D stands for default; it means that ACE detected, from the ZIP+4 directory, that a finer level of ZIP+4 assignment would be possible if further input information were available.

FD firm

MTC_KEYFLD_ACEER RORCODE

Error code, if address is unassigned; or blank, if assigned.

E201

MTC_KEYFLD_CITY

Standardized city name.

La Crosse

MTC_KEYFLD_STATE

Standard USPS abbreviation for the state.

AK, AL, AR, and so on

MTC_KEYFLD_ZIP

5-digit ZIP.

54601

MTC_KEYFLD_ZIP4

ZIP+4.

4071

MTC_KEYFLD_COUNTRY

Country.

U.K.

MTC_KEYFLD_UNPLAST LINE

Unparsed last line.

Anytown, USA

G general delivery MD military

3.1.3 Alphabetical list of key fields for other data

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Match/Consolidate

Table 3-3: Match key fields for other data Field name

Description

Example of data

MTC_KEYFLD_BIRTHDATE

Date of birth in YYYYMMDD.

19450222

MTC_KEYFLD_PHONE

Phone number, including area code, without punctuation.

6087888154

MTC_KEYFLD_SPECIAL1

Use these fields for data that's not defined in any of the other key fields.

MTC_KEYFLD_SPECIAL2 MTC_KEYFLD_SPECIAL3 MTC_KEYFLD_SPECIAL4 MTC_KEYFLD_SPECIAL5 MTC_KEYFLD_SPECIAL6 MTC_KEYFLD_SPECIAL7 MTC_KEYFLD_SPECIAL8 MTC_KEYFLD_SPECIAL9 MTC_KEYFLD_SPECIAL10 MTC_KEYFLD_SSNUM

Social Security account number.

1112223333

3.1.4 Alphabetical list of key fields for overall scoring Table 3-4: Match key fields for overall scoring

74

Field name

Description

Example of data

MTC_MATCHFLD_ADDR LINE

All the data in an address line, including range, street, directionals, and secondary range.

100 Harborview Plaza, Suite 13

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Match/Consolidate

Field name

Description

Example of data

MTC_MATCHFLD_FIRMLINE

All the data in a firm line, like firm, firm location.

Business Objects, Accounting Dept

MTC_MATCHFLD_LASTLINE

Al the data in the last line of an address, including city, state, and ZIP Code.

La Crosse WI 54601-4071

MTC_MATCHFLD_NAME LINE

All the data in the name line, like prename, first name, last name, postname, and so on.

Walter P. Malone, Lt Col, USAF

3.2 Match configuration file parameters

3.2.1 Overall configuration file Table 3-5: Match overall configuration file

75

Purpose

Option

File label

MTC_Overall_Config_File

Value/Example n/a n/a

Description

The first line of the file must be: MTC_Overall_Config_File.

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Match/Consolidate

Value/Example

Purpose

Option

Identify other configuration files in the set

MTC_Key_Config_File

path/faml_key.cfg

Pathname of the Match Key configuration file.

MTC_General_Config_File

path/faml_gen.cfg

Pathname of the Match General configuration file.

MTC_Keyfield_Config_File

path/faml_fld.cfg

Pathname of the Keyfield Match Options configuration file.

MTC_auto_Options_Con fig_File

path/auto_opt.cfg

Pathname of the Match auto Options configuration file.

MTC_Rule_Definition_Con fig_File

path/faml_rul.cfg

Pathname of the Match Rule Definition configuration file.

MTC_Matching_Type

RULE

AUTO

AUTO

If Rule is set, comment out the option MTC_auto_Options_Config_File.

Set type of matching

n/a

Description

3.2.2 Key configuration file Table 3-6: Match key configuration file

76

Purpose

Option

Value/Example

Description

File label

MTC_Key_Config_File

n/a

The first line of the file must be: MTC_Key_Config_File.

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77

Purpose

Option

Value/Example

Description

Describe each key field

MTC_Field_Name

MTC_KEYFLD_TITLE

Match key fields begin with MTC_KEYFLD_. See Match Key Fields tables.

MTC_Field_Number

1–2

The number for this field. Normally, this is one. However, the following fields can have a value set greater than one: prename, first name, middle name, last name, postname maturity, postname other, gender, social security number, birth date, telephone number, and title.

MTC_Field_Alter nate_Number

0–6

The number for this alternate field. Match standards can be used with the name and name-related fields, including first name, middle name, prename, maturity postname, and other post name.

MTC_Field_Length

1–255

This value sets the length of this key field by establishing the maximum number of bytes of data that you want to store in this key field. The value does not have to include a terminating NULL. For example, the ZIP field could have a length of 5.

2012-05-24

Match/Consolidate

Purpose

Option

Value/Example

Description

MTC_Standardized_Da ta

True

Data is standardized, so a fast match process requires an exact data match for the fields to be considered a match.

False

A more extensive match process is used to determine whether the fields should be considered a match.

3.2.3 General configuration file Table 3-7: Match general configuration file Pur pose

Option

Value/Example

Description

File label

MTC_General_Con fig_File

n/a

The first line of the file must be: MTC_General_Config_File

Matching strategy

MTC_Match_Type

INDIVIDUAL

For automatic matching, one of the five values must be identified. The name of each represents its intended matching strategy.

FAMILY RESIDENT FIRM_INDIVIDUAL FIRM

78

Note: Use this option (MTC_Match_Type) for automatic matching only. If this session is rule-based, comment out this option.

2012-05-24

Match/Consolidate

Pur pose Overall matching tightness

Option

Value/Example

Description

MTC_Match_Thresh old

EXACT

For automatic matching, use one of the four values. The name of each represents the degree of similarity Match will demand of matches.

TIGHT MEDIUM LOOSE

Hyphenated last names

79

Note: Use this option (MTC_Match_Threshold) for automatic matching only. If this session is rule-based, comment out this option.

MTC_Option_Name

HYPHENATED_LAST NAME_TREATMENT

This option controls the treatment of hyphenated last names.

MTC_Option_Value

ON

Special treatment so that, for example, Jones would match Jones-Smith.

OFF

The special treatment for hyphenated last names is cancelled.

AUTO

(auto-matching only) Match will decide whether to apply special treatment in this situation.

2012-05-24

Match/Consolidate

Pur pose Multiple names per record

Maiden names

80

Option

Value/Example

Description

MTC_Option_Name

MULTINAME_TREATMENT

This option controls the treatment when multiple names are present.

MTC_Option_Value

MATCH_ALL_NAMES

All the names of multiname records must match to have a match.

MATCH_ONE_NAME

A match of any one of the names results in a match.

AUTO

(Auto-matching only) Match will decide whether all or just one of the names must match.

MTC_Option_Name

MAIDEN_NAME_TREATMENT

This option controls treatment of female records with different last names.

MTC_Option_Value

ON

A difference in last names does not prevent a match.

OFF

No special accommodation is given to the last name comparison.

AUTO

(Auto-matching only) Match will decide whether special treatment is warranted in this case.

2012-05-24

Match/Consolidate

Pur pose Ambiguous data

Option

Value/Example

Description

MTC_Option_Name

AMBIG_LASTLINE_DATA

Controls Match when it encounters ambiguity in last line data.

AMBIG_ADDRESS_DATA

Controls Match when it encounters ambiguity in address data.

AMBIG_FIRM_DATA

Controls Match when it encounters ambiguity in firm name data.

AMBIG_NAME_DATA

Controls Match when it encounters ambiguity in name data.

NO_MATCH

The fields will not match.

POOR

Data in this field must meet a poor match criteria.

LOOSE

Data in this field must meet a loose match criteria.

AUTO

Match will decide how to treat ambiguous data in this situation.

MTC_Option_Name

NUMBER_OF_PEOPLE

Controls how many people will be stored in the key if AUTO matching is used and the key is not explicitly defined.

MTC_Option_Value

1–16

Total number of names to be set up as a keyfield.

MTC_Option_Value

Max names per key

81

2012-05-24

Match/Consolidate

Pur pose Ignore firm if name matches

82

Option

Value/Example

Description

MTC_Option_Name

IGNORE_FIRM_OPTION

Controls whether Match should ignore firm data if name data matches.

MTC_Option_Value

ON

Firm data is ignored if name data matches sufficiently.

OFF

Firm data is treated normally, in accordance with field settings.

AUTO

Match will decide whether to ignore firm data in this situation.

2012-05-24

Match/Consolidate

Pur pose Extra comparisons

Option

Value/Example

Description

MTC_Option_Name

EXTRA_COMPARE_SEC_RANGE

Controls the conditions under which an extra comparison will be performed in order to best determine matches.

EXTRA_COMPARE_ADDRESS EXTRA_COMPARE_FIRM MTC_Option_Value

INDIVIDUAL

An extra compare is performed on name data.

FAMILY

An extra compare is performed on last name data.

FIRM_INDIVIDUAL

An extra compare is performed on name and firm data.

FIRM

An extra compare is performed on firm data.

OFF

No extra compare is performed on any data.

AUTO

Match decides whether to do an extra compare, and on what data.

3.2.4 Keyfield match options configuration file

File label

83

Option

Value

Description

MTC_Key field_Config_File

n/a

The first line of the file must be: MTC_Keyfield_Config_File

2012-05-24

Match/Consolidate

Key-field to which these settings will apply Compare field or words

Adjust for initials

Option

Value

Description

MTC_Field_Name

MTC_KEYFLD_TITLE

Match key fields begin with MTC_KEYFLD_. See Match Key Fields tables.

MTC_Op tion_Name

COMPARE_DATA_AS

This option sets the comparison algorithm for this field data.

MTC_Option_Val ue

ONE_STRING

The entire field data is compared as a string (most efficient).

WORDS

The field data is first parsed into words, then the words are compared.

AUTO

(Auto-matching only) Match decides which comparison algorithm should be used.

MTC_Op tion_Name

MTC_Option_Val ue

84

ADJUST_SCORE_FOR_INI TIALS

Controls any adjustment for names that are acronyms, or initials, like "IBM" versus "International Business Machines."

YES

Match will deduct less for unmatched characters that fit this situation.

NO

Match will treat these unmatched characters the same as any others.

AUTO

(Auto-matching only) Match will decide whether to deduct less for these unmatched characters.

0–100

(Rule matching only) as this number increases, less is deducted for the unmatched characters.

2012-05-24

Match/Consolidate

Adjust for "missing" words

85

Option

Value

Description

MTC_Op tion_Name

ADJUST_SCORE_FOR_ SUBSTRINGS

Controls any adjustment for names that are shorter forms, like "Midtown Power" versus "Midtown Power and Light."

MTC_Option_Val ue

YES

Match will deduct less for unmatched characters (words) that fit this situation.

NO

Match will treat these unmatched characters (words) the same as any others.

AUTO

(Auto-matching only) Match will decide whether to deduct less for these unmatched characters (words).

0–100

(Rule matching only) as this number increases, less is deducted for the unmatched characters (words).

2012-05-24

Match/Consolidate

Adjust for abbreviations

Require exact matching on numbers

File label

86

Option

Value

Description

MTC_Op tion_Name

ADJUST_SCORE_FOR_ ABBREVIATIONS

Controls any adjustment for names which have abbreviated words, like "Gen Elec" versus "General Electric."

MTC_Option_Val ue

YES

Match will deduct less for unmatched characters that fit this situation.

NO

Match will treat these unmatched characters the same as any others.

AUTO

(Auto-matching only) Match will decide whether to deduct less for these unmatched characters.

0–100

(Rule matching only) as this number increases, less is deducted for the unmatched characters.

MTC_Op tion_Name

REQUIRE_NUMERIC_DA TA_TO_MATCH_EXACTLY

Controls whether or not Match will require that numeric data match exactly, regardless of other match criteria.

MTC_Option_Val ue

YES

Numeric data must match exactly, regardless of other match criteria.

NO

Numeric data will not be treated any different than alphabetical data.

AUTO

(Auto-matching only) Match will decide whether or not to require numeric data to match exactly.

n/a

The first line of the file must be: MTC_auto_Options_Config_File

MTC_auto_Op tions_Config_File

2012-05-24

Match/Consolidate

Key-field to which these settings will apply Set a threshold score

87

Option

Value

Description

MTC_Field_Name

MTC_KEYFLD_TITLE

Match key fields begin with MTC_KEYFLD_. See Match Key Fields tables.

MTC_Op tion_Name

FIELD_MATCH_THRESHOLD

Sets a threshold specifically for this field to override a general setting.

MTC_Option_Val ue

EXACT

Must match exactly.

TIGHT

Must meet a tight match criteria.

MEDIUM

Must meet a medium match criteria.

LOOSE

Must meet a loose match criteria.

POOR

Must meet a poor match criteria.

WEIGHT_ONLY

Use the score from this field for weighting only. No minimum score (threshold) applies.

OFF

Do not perform the comparison on this field.

AUTO

Match decides the match threshold for this field.

2012-05-24

Match/Consolidate

Blankfield handling

Option

Value

Description

MTC_Op tion_Name

ONE_FIELD_BLANK

Controls how Match reacts to blank data in one or both fields.

MTC_Option_Val ue

BOTH_FIELDS_BLANK IGNORE_FIELD_COMPARI SON USE_BLANK_SCORE_IN_ EVALUATION

Set blank score

Match ignores this field if a blank is involved. Match performs the comparison and uses the blank score.

AUTO

Match decides whether to ignore the field or use the blank score.

MTC_Op tion_Name

ONE_FIELD_BLANK_SCORE BOTH_FIELDS_BLANK_SCORE

Sets the match score for this field if the blank condition is met and the corresponding control is set to USE_BLANK_SCORE_IN_EVALUATION.

MTC_Option_Val ue

EXACT

Matches exactly.

TIGHT

Meets a tight match criteria.

MEDIUM

Meets a medium match criteria.

LOOSE

Meets a loose match criteria.

POOR

Meets a poor match criteria.

NO_MATCH

This field does not match.

3.2.5 Auto options configuration file

88

2012-05-24

Match/Consolidate

Purpose

Option

Value

Description

Extra comparison

MTC_Op tion_Name

ONE_FIELD_BLANK_EXTRA_ COMPARE

Controls the conditions (one blank, both blank, or different) under which an extra comparison will be performed in order to best determine matches.

BOTH_FIELDS_BLANK_EXTRA_ COMPARE DIFFERENT_FIELDS_EXTRA_ COMPARE MTC_Op tion_Value

INDIVIDUAL

Extra compare on name data.

FAMILY

Extra compare on last name data.

FIRM_INDIVIDUAL

Extra compare on name and firm data.

FIRM

Extra compare on firm data.

OFF

No extra compare is performed on any data.

AUTO

Match decides whether to do an extra compare, and on what data.

3.2.6 Rule definitions configuration file

Purpose

File label

89

Option

Value

Description

MTC_Rule_Definition_Con fig_File

n/a

The first line of the file must be: MTC_Rule_Definition_Config_ File

2012-05-24

Match/Consolidate

Purpose

Option

Value

Description

Set number of rules and overall limits

MTC_Total_Number_Rules

1-64

This is the total number of rules included in this session.

MTC_Maximum_Weighted_Score_for_ Nodupe_Record

-1 – 100

If the overall weighted score for this session equals this number or lower, then the records are determined to not match. A value of -1 means that this session will never determine a non-match based solely on the weighted match score. Must be lower than the value in MTC_Minimum_Weighted_ Score_for_ Dupe_Record.

MTC_Minimum_Weighted_Score_for_ Dupe_Record

0–101

If the overall weighted score for this session equals this number or higher, then the records are determined to match. a value of 101 means that this session will never determine a match based solely on the weighted match score. Must be greater than the value in MTC_Maximum_Weighted_ Score_for_ Nodupe_Record.

MTC_Rule_Number

1-64

The number assigned to this rule.

Identify the rule

90

2012-05-24

Match/Consolidate

Purpose

Option

Value

Description

Identify the field to which this rule applies

MTC_Field_Name

MTC_KEYFLD_TITLE

Those that start with MTC_KEYFLD_ or MTC_MATCHFLD_. See Match Key Fields and Match Fields tables.

MTC_Field_Blank

IGNORE_FIELD_COMPARI SON

Match ignores this field if a blank is involved.

MTC_Both_Fields_Blank

USE_BLANK_SCORE_IN_ EVALUATION

Match performs the comparison and uses the appropriate blank score as the comparison score.

MTC_Field_Blank_Score

0–100

The score to use in this field match if the blank field operation MTC_Field_Blank (above) applies.

MTC_One_Field_Blank_Score

0–100

The score to use in this field match if the blank field operation MTC_One_Field_Blank applies.

MTC_Both_Fields_Blank_Score

0–100

The score to apply to this field match if the blank field operation MTC_Both_Fields_Blank applies.

Blank-field handling

MTC_One_Field_Blank

Set blank score

91

2012-05-24

Match/Consolidate

Purpose

Set max score for no-match

Set min. score for match

92

Option

Value

Description

MTC_Maximum_Rule_Score_ for_Nodupe_Record

-1 – 100

If this field comparison score equals this number or lower, then the records are determined to not match. A value of -1 means that this rule will never determine a nonmatch. Must be lower than the value in MTC_Minimum_Rule_Score_ for_ Dupe_Record.

MTC_Minimum_Rule_Score_for_ Dupe_Record

0–101

If this field comparison score equals this number or higher, then the records are determined to match. A value of 101 means that this rule will never determine a match. Must be greater than the value in MTC_Maximum_Rule_Score_ for_ Nodupe_Record.

2012-05-24

Match/Consolidate

Purpose

Control participation of this field in weighted scoring

Option

Value

Description

MTC_Weight_for_This_ Field

0-100

The weight this field comparison has within the overall record comparison. all such rule rates for this session must not total more than 100.

MTC_Use_In_Overall_Weighted_ Score_ If_Rule_Score_Exceeds

-1 – 100

If this field comparison score equals this number or lower, then this rule does not contribute to the calculation of the overall weighted score. In this situation, Match ignores this field comparison in its calculation of the overall weighted score. Contrast this option with the next option .

MTC_Use_Zero_Weight_Score_If_ Rule_Score_Does_Not_Exceed

-1 – 100

If this field comparison score equals this number or lower, then a score of zero is used in this field's contribution to the overall weighted score. Contrast this option with the one above.

93

2012-05-24

Match/Consolidate

94

2012-05-24

Index A ACE U.S. address and assignment results codes 34 address status codes 59 address-line components alias 27 assigned 24 dual 29 AP fields 46 APM fields 46 error codes 63 fields and options 17, 65 Geocensus codes 56 last-line components 22 multiline input components 31 other codes 41 postal codes 33 SuiteLink fields 55 ACE_AGEO_BLK 56 ACE_AGEO_CTY 56 ACE_AGEO_LAT 56 ACE_AGEO_LNG 56 ACE_AGEO_MCD 56 ACE_AGEO_PLA 56 ACE_AGEO_STA 56 ACE_ANKLINK_RETCODE 54 ACE_APD_ADDRESS 29 ACE_APD_EXTRAN_PMB 29 ACE_APD_EXTRAN_SEC 29 ACE_APD_EXTRANEOUS 29 ACE_APD_POB_NUM 29 ACE_APD_POSTDIR 29 ACE_APD_PREDIR 29 ACE_APD_PRIM_ADDR 29 ACE_APD_PRIM_NAME 29 ACE_APD_PRIM_RANGE 29 ACE_APD_REC_TYPE 29 ACE_APD_REMAINDER 29 ACE_APD_RR_BOX_NUM 29 ACE_APD_RR_NUM 29 ACE_APD_SEC_ADDR 29 ACE_APD_SEC_RANGE 29 ACE_APD_SUFFIX 29 ACE_APD_UNIT_DESIG 29 ACE_APD_URB 29 ACE_APDL_POSTDIR 29 ACE_APDL_PREDIR 29 ACE_APDL_SUFFIX 29 ACE_APM_ADDRESS 50

95

ACE_APM_AUD_FIELDS 46 ACE_APM_AUD_MID_NAME 46 ACE_APM_AUD_PNAME 46 ACE_APM_AUD_RANGE 46 ACE_APM_AUD_UNIT 46 ACE_APM_CART 50 ACE_APM_CHK_DIGIT 50 ACE_APM_CITY 50 ACE_APM_DPBC 50 ACE_APM_DROP 46 ACE_APM_DROP_N 46 ACE_APM_EFF_DATE 46 ACE_APM_FIRM 46 ACE_APM_FIRST_NAME 46 ACE_APM_GENDER 46 ACE_APM_HINT_BYTE 46 ACE_APM_INT_CODES 46 ACE_APM_LAST_NAME 46 ACE_APM_LASTLINE 50 ACE_APM_LOT 50 ACE_APM_LOT_ORDER 50 ACE_APM_MID_NAME 46 ACE_APM_MOVE_TYPE 46 ACE_APM_POST_NAME 46 ACE_APM_POSTDIR 50 ACE_APM_PRE_NAME 46 ACE_APM_PREDIR 50 ACE_APM_PRIM_ADDR 50 ACE_APM_PRIM_NAME 50 ACE_APM_PRIM_RANGE 50 ACE_APM_RETCODE 46 ACE_APM_SEC_ADDR 50 ACE_APM_SEC_RANGE 50 ACE_APM_STATE 50 ACE_APM_SUFFIX 50 ACE_APM_UNIT_DESIG 50 ACE_APM_URB 50 ACE_APM_ZIP 50 ACE_APM_ZIP10 50 ACE_APM_ZIP4 50 ACE_APM_ZIP9 50 ACE_CART 33 ACE_CASS_MATCH 41 ACE_CASSRECTYP 34 ACE_CGEO_BLK 56 ACE_CGEO_CBSA 56 ACE_CGEO_LAT 56 ACE_CGEO_LNG 56 ACE_CGEO_MATCH 56 ACE_CGEO_MSA 56 ACE_CHECKDIGIT 33

ACE_CITY 22 ACE_CITY_ABBR 22 ACE_CITY_LLIDX 22 ACE_CITY_NPREF 22 ACE_CITY_PLACE 22 ACE_CONGRESS 41 ACE_COUNTY 41 ACE_COUNTYNAME 41 ACE_CR_SORT_ZN 33 ACE_DPBC 33 ACE_DPV_CMRA 34 ACE_DPV_FTNOTE 34 ACE_DPV_NO_STATS 34 ACE_DPV_STATUS 34 ACE_DPV_VACANT 34 ACE_ERR_STAT 34 ACE_ERROR_CODE 34 ace_error_codes 63 ACE_EWS_MATCH 34 ACE_EXTRA1-10 31 ACE_FACTYPE 41 ACE_FIPSCODE 41 ACE_FIRMLINE 41 ACE_FOREIGNCODE 34 ACE_GEO_MATCH 56 ace_get_component() 22 ACE_IADDRESS 17 ACE_ICART 17 ACE_ICHKDGT 17 ACE_ICITY 17 ACE_ICOUNTRY 17 ACE_ICOUNTY 17 ACE_IDPBC 17 ACE_ILASTLINE 17 ACE_ILINE1–12 17 ACE_ILOT 17 ACE_ILOT_ORDER 17 ACE_INAME ACE_IFIRM 17 ACE_INPUT_FIRM 55 ACE_ISTATE 17 ACE_ISUITE 17 ACE_IURB 17 ACE_IZIP 17 ACE_IZIP10 17 ACE_IZIP4 17 ACE_LACSCODE 34 ACE_LACSLINK_IND 52 ACE_LACSLINK_QUERY 52 ACE_LACSLINK_RETCODE 52 ACE_LAST_LINE 22 ACE_LOT 33

2012-05-24

Index

ACE_LOT_ORDER 33 ACE_MATCH_5 34 ACE_MATCH_9 34 ACE_MATCH_UN 34 ACE_MVID flag 22 ACE_NC_FIRM 34 ACE_NC_SECADDR 34 ACE_NC_SRANGE 34 ACE_NC_UNIT 34 ACE_NEW flag 22 ACE_NEWLINE 41 ACE_OLD flag 22 ACE_PRESL_DPBC 55 ACE_PRESL_SEC_RANGE 55 ACE_PRESL_UNIT_DESIG 55 ACE_PRESL_ZIP 55 ACE_PRESL_ZIP4 55 ACE_QSS_DEFAULT 41 ACE_RDI 41 ACE_REC_TYPE 34 ACE_STAT_CODE 34 ACE_STATE 22 ACE_STD_LINE1-12 31 ACE_SUITELINK_RETCODE 55 ACE_ZIP 22, 33 ACE_ZIP_MOVE 34 ACE_ZIP10 22, 33 ACE_ZIP4 22, 33 ACE_ZIP9 22, 33 ACE_ZIPTYPE 34 ACEQ_ALSTYP 65 ACEQ_ALTERNATE 65 ACEQ_CARTEVEN 65 ACEQ_CARTODD 65 ACEQ_CONGRESS 65 ACEQ_COUNTY 65 ACEQ_HIGHRANGE 65 ACEQ_HIGHSRANGE 65 ACEQ_LACSIND 65 ACEQ_LLINDEX 65 ACEQ_LOWRANGE 65 ACEQ_LOWSRANGE 65 ACEQ_ODDEVEN 65 ACEQ_PNAME 65 ACEQ_POSTDIR 65 ACEQ_PREDIR 65 ACEQ_RECTYPE 65 ACEQ_SNAME 65 ACEQ_SODDEVEN 65 ACEQ_SUFFIX 65 ACEQ_UNIT 65 ACEQ_URB_INDEX 65 ACEQ_ZIP 65 ACEQ_ZIP_MOVE 65 ACEQ_ZIP4EVEN 65 ACEQ_ZIP4ODD 65

96

address data keyfields Match 71 address and assignment results codes ACE U.S. 34 address items 10 address status codes ACE U.S. 59 address-line components ACE_ADDRESS 24 ACE_ALINE 24 ACE_APA_ADDRESS 27 ACE_APA_POSTDIR 27 ACE_APA_PREDIR 27 ACE_APA_PRIM_ADDR 27 ACE_APA_PRIM_NAME 27 ACE_APA_PRIM_RANGE 27 ACE_APA_SEC_ADDR 27 ACE_APA_SEC_RANGE 27 ACE_APA_SUFFIX 27 ACE_APA_TYPE 27 ACE_APA_UNIT_DESIG 27 ACE_APAL_POSTDIR 27 ACE_APAL_PRDIR 27 ACE_APAL_SUFFIX 27 ACE_APL_POSTDIR 24 ACE_APL_PREDIR 24 ACE_APL_SUFFIX 24 ACE_DUAL_LINE 24 ACE_EXTRAN_SEC 24 ACE_EXTRANEOUS 24 ACE_NP_SECADDR 24 ACE_NP_SRANGE 24 ACE_NP_UNIT 24 ACE_POB_NUM 24 ACE_POSTDIR 24 ACE_PREDIR 24 ACE_PRIM_ADDR 24 ACE_PRIM_NAME 24 ACE_PRIM_RANGE 24 ACE_REMAINDER 24 ACE_RR_BOX_NUM 24 ACE_RR_NUM 24 ACE_SEC_ADDR 24 ACE_SEC_RANGE 24 ACE_SUFFIX 24 ACE_UNIT_DESIG 24 ACE_URB 24 ACE_USPS_UNIT 24 alias ACE U.S. 27 assigned ACE U.S. 24 CE_EXTRAN_PMB 24 dual ACE U.S. 29

adjust for abbreviations, Match 83 adjust for initials, Match 83 Ambiguous data, Match 78 ANKLink 54 APM_AUD_SRANGE 46

B blank score, Match 83 blank-field handling, Match 83

C compare field or words, Match 83 configuration file, overall Match 75

D DataRight IQ fields and options 5 output items 8 date items 11 DRL_ADDRESS 10 DRL_DATE 11 DRL_DATE_DAY 11 DRL_DATE_MONTH 11 DRL_DATE_YEAR 11 DRL_EMAIL 14 DRL_EMAIL_DOMAIN_ALL 14 DRL_EMAIL_DOMAIN_FIFTH 14 DRL_EMAIL_DOMAIN_FOURTH 14 DRL_EMAIL_DOMAIN_HOST 14 DRL_EMAIL_DOMAIN_SECOND 14 DRL_EMAIL_DOMAIN_THIRD 14 DRL_EMAIL_DOMAIN_TOP 14 DRL_EMAIL_IS_ISP 14 DRL_EMAIL_USER 14 DRL_EXTRA 16 DRL_FIRM 10 DRL_FIRM_LOC 10 DRL_FIRST_NAME 8 DRL_HON_POST 8 DRL_IADDRESS1-2 5 DRL_IDATE1-6 5 DRL_IEMAIL1-6 5 DRL_IFIRMLINE1-2 5 DRL_IFIRMLOC1-2 5 DRL_IFIRMNAME1-2 5 DRL_IFNAME1-2 5 DRL_IHONPOST1-2 5 DRL_ILAST_LINE1-2 5 DRL_ILINE1-12 5 DRL_ILNAME1-2 5 DRL_IMAT_POST1-2 5

2012-05-24

Index

DRL_IMNAME1-2 5 DRL_INAME_FIRM1-6 5 DRL_INAMELINE1-6 5 DRL_IPHONE1-6 5 DRL_IPRENAME1-2 5 DRL_ISSN1-6 5 DRL_ITITLE1-2 5 DRL_ITITLELINE1-6 5 DRL_IUDPM1-4 5 DRL_LAST_LINE 11 DRL_LAST_NAME 8 DRL_MID_NAME 8 DRL_NAME_CONNECTOR 9 DRL_NAME_DESIG 8 DRL_NAME_DUAL 9 DRL_NAME_SPEC 8 DRL_PERSON 8 DRL_PRELAST 8 DRL_PRENAME 8 DRL_SSN 11 DRL_SSN_AREA 11 DRL_SSN_GROUP 11 DRL_SSN_SERIAL 11 DRL_TITLE 8 DRL_UDPM 16 DRL_UDPM_SUB1-5 16 DRL_US_PHONE 12 DRL_US_PHONE_AREA_CODE 12 DRL_US_PHONE_EXT 12 DRL_US_PHONE_LINE 12 DRL_US_PHONE_PREFIX 12 DRL_US_PHONE_TYPE 12 dual name items 9

E e-mail items 14 error codes 63 exact matching on numbers, Match 83 extra comparison, Match 88 Extra comparisons, Match 78 extra items 16

F file label, Match 83 File label, Match 78 firm items 10

G general configuration file Match 78 Geocensus codes 56

97

H Hyphenated last names, Match 78

I Ignore firm if name matches, Match 78 international phone items 13

K key configuration file Match 76 keyfields address data 71 Match 69 other data, Match 73 overall scoring, Match 74

L LACSLink output components 52 last line items 11 last-line components ACE U.S. 22

M Maiden names, Match 78 Match address data keyfields 71 configuration file parameters 75 general configuration file 78 key configuration file 76 keyfield match options configuration file 83 keyfields 69 other data keyfields 73 overall configuration files 75 overall scoring keyfields 74 rule definitions configuration file 89 Match configuration file parameters MTC_auto_Options_Config_File 75 MTC_General_Config_File 75 MTC_Key_Config_File 75 MTC_Keyfield_Config_File 75 MTC_Matching_Type 75 MTC_Overall_Config_File 75 MTC_Rule_Definition_Config_File 75 Match general configuration file MTC_General_Config_File 78 MTC_Match_Threshold 78

Match general configuration file (continued) MTC_Match_Type 78 Match key configuration file MTC_Field_Alternate_Number 76 MTC_Field_Length 76 MTC_Field_Name 76 MTC_Field_Number 76 MTC_Key_Config_File 76 MTC_Standardized_Data 76 Match keyfield match options configuration file MTC_Field_Name 83 MTC_Option_Name 83 MTC_Option_Value 83 Match keyfields MTC_KEYFLD_FIRM 69 MTC_KEYFLD_FIRSTNAME 69 MTC_KEYFLD_GENDER 69 MTC_KEYFLD_LASTNAME 69 MTC_KEYFLD_MATPOSTNAME 69 MTC_KEYFLD_MIDDLENAME 69 MTC_KEYFLD_OTHERPOSTNAME 69 MTC_KEYFLD_PRENAME 69 MTC_KEYFLD_TITLE 69 Matching strategy, Match 78 Max names per key, Match 78 missing word adjustment, Match 83 MTC_auto_Options_Config_File 88 MTC_Both_Fields_Blank 89 MTC_Both_Fields_Blank_Score 89 MTC_Field_Blank 89 MTC_Field_Blank_Score 89 MTC_Field_Name 89 MTC_Keyfield_Config_File 83 MTC_KEYFLD_ACEERRORCODE 71 MTC_KEYFLD_ACERECTYPE 71 MTC_KEYFLD_BIRTHDATE 73 MTC_KEYFLD_CITY 71 MTC_KEYFLD_COUNTRY 71 MTC_KEYFLD_FIRM 71 MTC_KEYFLD_PHONE 73 MTC_KEYFLD_POBOA 71 MTC_KEYFLD_RRBOA 71 MTC_KEYFLD_RRNUM 71 MTC_KEYFLD_SPECIAL1 73 MTC_KEYFLD_SPECIAL10 73 MTC_KEYFLD_SPECIAL2 73 MTC_KEYFLD_SPECIAL3 73 MTC_KEYFLD_SPECIAL4 73 MTC_KEYFLD_SPECIAL5 73 MTC_KEYFLD_SPECIAL6 73 MTC_KEYFLD_SPECIAL7 73 MTC_KEYFLD_SPECIAL8 73

2012-05-24

Index

MTC_KEYFLD_SPECIAL9 73 MTC_KEYFLD_SSNUM 73 MTC_KEYFLD_STATE 71 MTC_KEYFLD_STNAME 71 MTC_KEYFLD_STPOSTDIR 71 MTC_KEYFLD_STPREDIR 71 MTC_KEYFLD_STRANGE 71 MTC_KEYFLD_STSRANGE 71 MTC_KEYFLD_STSUFFIX 71 MTC_KEYFLD_UNPADDRLINE 71 MTC_KEYFLD_UNPLASTLINE 71 MTC_KEYFLD_ZIP 71 MTC_KEYFLD_ZIP4 71 MTC_MATCHFLD_ADDRLINE 74 MTC_MATCHFLD_FIRMLINE 74 MTC_MATCHFLD_LASTLINE 74 MTC_MATCHFLD_NAMELINE 74 MTC_Maximum_Rule_Score_for_Nodupe_Record 89 MTC_Maximum_Weighted_Score_for_Nodupe_Record 89 MTC_Minimum_Rule_Score_for_Dupe_Record 89 MTC_Minimum_Weighted_Score_for_Dupe_Record 89 MTC_One_Field_Blank 89 MTC_One_Field_Blank_Score 89

98

MTC_Rule_Definition_Config_File 89 MTC_Rule_Number 89 MTC_Total_Number_Rules 89 MTC_Use_In_Overal_Weighted_Score_If_Rule_Score_Exceeds 89 MTC_Use_Zero_Weg i ht_Score_If_Rue l _Score_Does_Not_Exceed 89 MTC_Weight_for_This_Field 89 multiline input components ACE U.S. 31 Multiple names per record, Match 78

N name items 8

O other codes ACE U.S. 41 Output components LACSLink 52 move data 46 NCOALink data 50 output items DataRight IQ 8 Overall matching tightness, Match 78

P postal codes ACE U.S. 33

R RL_MAT_POST 8 rule definitions configuration file Match 89

S SuiteLink fields 55

T threshold score, Match 83

U U.S. phone items 12 U.S. Social Security number items 11 us_ace_input 17 user-defined pattern items 16

2012-05-24